See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $39,696 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,693 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,675 | $49,451+158.2% | $79,550+60.5% | $66,914+90.8% |
| Participation rate | 97.1% | 61.3%+35.8pp | 69.5%+27.6pp | 69.8%+27.3pp |
| Annual return | -16.34% | 84.25%-100.6pp | 0.16%-16.5pp | 1.58%-17.9pp |
| Employer contribution / active EE | $2,787 | $1,266+120.2% | $2,413+15.5% | $2,544+9.5% |
| Participant deferral / active EE | $9,022 | $3,159+185.6% | $3,985+126.4% | $4,237+112.9% |
| Admin fee / account holder | $458 | $595-22.9% | $6,832-93.3% | $593-22.7% |