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 8-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 27 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $17,044 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,390 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,813 | $65,435-40.7% | $86,677-55.2% | $66,914-42.0% |
| Participation rate | 85.3% | 75.5%+9.8pp | 76.6%+8.7pp | 69.8%+15.5pp |
| Annual return | -12.59% | -10.89%-1.7pp | 35.91%-48.5pp | 1.58%-14.2pp |
| Employer contribution / active EE | $922 | $2,153-57.2% | $2,836-67.5% | $2,544-63.8% |
| Participant deferral / active EE | $3,278 | $4,100-20.1% | $4,656-29.6% | $4,237-22.6% |
| Admin fee / account holder | $119 | $642-81.5% | $7,493-98.4% | $593-80.0% |