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 6-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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $45,173 |
Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $15,239 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 15 · EIN 38-2722519 | Recordkeeping | $8,097 |
Annual investment return 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.
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 | $22,484 | $54,193-58.5% | $93,606-76.0% | $77,643-71.0% |
| Participation rate | 78.0% | 63.9%+14.1pp | 68.7%+9.3pp | 70.6%+7.4pp |
| Annual return | 10.54% | 30.54%-20.0pp | 133.20%-122.7pp | 31.24%-20.7pp |
| Employer contribution / active EE | $421 | $1,168-63.9% | $2,420-82.6% | $2,726-84.6% |
| Participant deferral / active EE | $3,432 | $3,144+9.2% | $4,411-22.2% | $4,647-26.2% |
| Admin fee / account holder | $222 | $576-61.5% | $8,285-97.3% | $430-48.5% |