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 6-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 | $37,511 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 15 · EIN 38-2722519 | Recordkeeping | $21,594 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,499 | $53,165-57.7% | $86,188-73.9% | $74,419-69.8% |
| Participation rate | 75.5% | 64.9%+10.6pp | 69.0%+6.5pp | 70.7%+4.7pp |
| Annual return | 15.00% | 22.64%-7.6pp | 1168.45%-1153.4pp | 34.38%-19.4pp |
| Employer contribution / active EE | $568 | $1,210-53.0% | $2,380-76.1% | $2,637-78.5% |
| Participant deferral / active EE | $3,697 | $3,234+14.3% | $3,985-7.2% | $4,528-18.3% |
| Admin fee / account holder | $209 | $551-62.1% | $6,852-97.0% | $348-40.0% |