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 |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL Service code 26 70911 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $34,225 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 19 · EIN 23-1945930 | Securities Custodian | $8,073 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,240 | $93,182+28.0% | $146,665-18.7% | $79,386+50.2% |
| Participation rate | 98.2% | 76.4%+21.8pp | 80.1%+18.1pp | 70.7%+27.5pp |
| Annual return | 12.58% | 21.61%-9.0pp | 22.74%-10.2pp | 116.85%-104.3pp |
| Employer contribution / active EE | $1,799 | $2,420-25.6% | $4,136-56.5% | $2,427-25.9% |
| Participant deferral / active EE | $5,771 | $4,169+38.4% | $5,506+4.8% | $4,046+42.6% |
| Admin fee / account holder | $321 | $585-45.2% | $10,280-96.9% | $626-48.8% |