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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,112 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: AMERIPRISE Service code 49 2600 MICHELSON DR · IRVINE, CA 92612 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,199 | $65,435-24.8% | $86,677-43.2% | $66,914-26.5% |
| Participation rate | 72.3% | 75.5%-3.2pp | 76.6%-4.3pp | 69.8%+2.5pp |
| Annual return | -15.79% | -10.89%-4.9pp | 35.91%-51.7pp | 1.58%-17.4pp |
| Employer contribution / active EE | $764 | $2,153-64.5% | $2,836-73.1% | $2,544-70.0% |
| Participant deferral / active EE | $1,783 | $4,100-56.5% | $4,656-61.7% | $4,237-57.9% |
| Admin fee / account holder | $17 | $642-97.3% | $7,493-99.8% | $593-97.1% |