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) | $34,136 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 19 · EIN 23-1945930 | Securities Custodian | $9,497 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,250 | $86,655+4.1% | $119,609-24.5% | $66,914+34.9% |
| Participation rate | 98.4% | 75.6%+22.9pp | 79.3%+19.2pp | 69.8%+28.6pp |
| Annual return | -13.41% | -8.00%-5.4pp | -14.97%+1.6pp | 1.58%-15.0pp |
| Employer contribution / active EE | $1,903 | $2,536-24.9% | $4,232-55.0% | $2,544-25.2% |
| Participant deferral / active EE | $5,555 | $4,358+27.5% | $5,602-0.8% | $4,237+31.1% |
| Admin fee / account holder | $297 | $755-60.7% | $10,323-97.1% | $593-50.0% |