See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,608 |
Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $18,295 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,082 | $76,050-42.0% | $96,544-54.3% | $71,457-38.3% |
| Participation rate | 80.9% | 74.4%+6.5pp | 76.0%+5.0pp | 67.9%+13.0pp |
| Annual return | 23.69% | 22.81%+0.9pp | 25.84%-2.2pp | 28.85%-5.2pp |
| Employer contribution / active EE | $1,427 | $2,244-36.4% | $2,965-51.9% | $2,588-44.9% |
| Participant deferral / active EE | $4,135 | $4,215-1.9% | $4,851-14.8% | $4,289-3.6% |
| Admin fee / account holder | $302 | $2,707-88.8% | $8,252-96.3% | $1,587-81.0% |