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) | $32,713 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 19 · EIN 23-1945930 | Securities Custodian | $10,671 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,882 | $82,978+15.6% | $129,995-26.2% | $71,457+34.2% |
| Participation rate | 98.5% | 74.1%+24.4pp | 78.5%+20.0pp | 67.9%+30.6pp |
| Annual return | 16.04% | 20.60%-4.6pp | -137.18%+153.2pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,941 | $2,622-25.9% | $4,320-55.1% | $2,588-25.0% |
| Participant deferral / active EE | $5,959 | $4,432+34.5% | $5,820+2.4% | $4,289+39.0% |
| Admin fee / account holder | $273 | $1,729-84.2% | $10,614-97.4% | $1,587-82.8% |