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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.
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,648 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC Service code 49 900 WILSHIRE SUITE 255 · TROY, MI 48084 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $35,878 | $106,028-66.2% | $146,958-75.6% | $77,643-53.8% |
| Participation rate | 39.8% | 78.4%-38.5pp | 82.2%-42.3pp | 70.6%-30.7pp |
| Annual return | 14.87% | 56.73%-41.9pp | 418.34%-403.5pp | 31.24%-16.4pp |
| Employer contribution / active EE | $1,299 | $4,063-68.0% | $4,933-73.7% | $2,726-52.3% |
| Participant deferral / active EE | $2,757 | $7,990-65.5% | $8,070-65.8% | $4,647-40.7% |
| Admin fee / account holder | $21 | $337-93.8% | $12,998-99.8% | $430-95.1% |