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 50082 AMERIPRISE · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $39,060 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 19 · EIN 23-1945930 | Securities Custodian | $11,083 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,739 | $88,083+17.8% | $164,813-37.1% | $74,495+39.3% |
| Participation rate | 98.6% | 73.0%+25.5pp | 78.6%+20.0pp | 67.2%+31.4pp |
| Annual return | 13.63% | 17.26%-3.6pp | 69.93%-56.3pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,948 | $2,593-24.9% | $4,341-55.1% | $2,623-25.7% |
| Participant deferral / active EE | $6,193 | $4,498+37.7% | $6,031+2.7% | $4,346+42.5% |
| Admin fee / account holder | $295 | $2,234-86.8% | $12,690-97.7% | $1,942-84.8% |