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 | $15,336 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,378 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,519 | $59,263-21.5% | $96,562-51.8% | $79,386-41.4% |
| Participation rate | 85.1% | 61.9%+23.2pp | 69.8%+15.3pp | 70.7%+14.4pp |
| Annual return | 12.48% | 27.07%-14.6pp | 37.78%-25.3pp | 116.85%-104.4pp |
| Employer contribution / active EE | $3,453 | $1,216+184.0% | $2,356+46.5% | $2,427+42.2% |
| Participant deferral / active EE | $2,248 | $2,948-23.8% | $3,849-41.6% | $4,046-44.4% |
| Admin fee / account holder | $111 | $658-83.2% | $6,181-98.2% | $626-82.3% |