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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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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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,995 |
ADP BROKER-DEALER3 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,250 | $84,487-73.7% | $125,339-82.2% | $66,914-66.7% |
| Participation rate | 40.9% | 76.4%-35.5pp | 82.4%-41.5pp | 69.8%-28.9pp |
| Annual return | -16.67% | -8.39%-8.3pp | 572.05%-588.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $988 | $3,553-72.2% | $4,814-79.5% | $2,544-61.2% |
| Participant deferral / active EE | $2,087 | $6,781-69.2% | $7,446-72.0% | $4,237-50.7% |
| Admin fee / account holder | $20 | $685-97.1% | $10,010-99.8% | $593-96.6% |