See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES3 years Filed as: JULY BUSINESS SERVICES INC Service code 15 · EIN 74-2715820 | Recordkeeping | $22,982 |
Filed as: AMERIPRISE Service code 12 1099 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Claims processing; Direct payment fro... | $12,002 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,056 | $55,415+89.6% | $155,509-32.4% | $74,495+41.0% |
| Participation rate | 91.2% | 61.9%+29.3pp | 78.2%+13.0pp | 67.2%+24.0pp |
| Annual return | 10.70% | 268.50%-257.8pp | 64.67%-54.0pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $3,890 | $2,267+71.6% | $4,672-16.8% | $2,623+48.3% |
| Participant deferral / active EE | $4,182 | $2,836+47.5% | $5,626-25.7% | $4,346-3.8% |
| Admin fee / account holder | $214 | $1,738-87.7% | $15,912-98.7% | $1,942-89.0% |