Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 27 70100 AMERPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $51,878 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,823 | $56,540+20.0% | $185,851-63.5% | $86,821-21.9% |
| Participation rate | 85.0% | 65.5%+19.5pp | 81.7%+3.3pp | 72.3%+12.7pp |
| Annual return | 13.89% | 118.20%-104.3pp | 122.11%-108.2pp | 97.94%-84.0pp |
| Employer contribution / active EE | $2,674 | $1,844+45.0% | $5,168-48.3% | $2,406+11.1% |
| Participant deferral / active EE | $3,595 | $2,555+40.7% | $5,569-35.4% | $4,132-13.0% |
| Admin fee / account holder | $166 | $150+11.1% | $16,245-99.0% | $170-2.0% |