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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $470 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 424 S MAIN STREET · FALLBROOK, CA 92028 | 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,516 | $124,414-77.9% | $115,157-76.1% | $67,579-59.3% |
| Participation rate | 9.1% | 58.1%-49.0pp | 75.9%-66.8pp | 71.3%-62.2pp |
| Annual return | 23.24% | 29.40%-6.2pp | 35.60%-12.4pp | 378.56%-355.3pp |
| Employer contribution / active EE | $0 | $1,454-100.0% | $3,179-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $171 | $2,331-92.7% | $4,168-95.9% | $3,539-95.2% |
| Admin fee / account holder | $13 | $361-96.5% | $7,088-99.8% | $142-91.1% |