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 SERVICES, INC. Service code 22 | Insurance Broker | $21,662 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $5,247 |
DOWNEAST PENSION SERVICES, INC.8+ years Service code 15 · EIN 01-0472857 | Recordkeeping | $2,340 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 22 · EIN 41-0973005 | Insurance Broker | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,479 | $65,561+22.8% | $86,188-6.6% | $75,163+7.1% |
| Participation rate | 95.5% | 60.5%+35.0pp | 69.0%+26.5pp | 67.2%+28.3pp |
| Annual return | 19.23% | 46.05%-26.8pp | 1168.45%-1149.2pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,263 | $1,553-18.7% | $2,380-47.0% | $2,670-52.7% |
| Participant deferral / active EE | $5,166 | $3,024+70.8% | $3,985+29.6% | $4,125+25.2% |
| Admin fee / account holder | $80 | $5,474-98.5% | $6,852-98.8% | $5,651-98.6% |