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) | $16,739 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,090 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,284 | $76,050-41.8% | $96,544-54.1% | $71,457-38.0% |
| Participation rate | 84.4% | 74.4%+10.0pp | 76.0%+8.4pp | 67.9%+16.5pp |
| Annual return | 17.03% | 22.81%-5.8pp | 25.84%-8.8pp | 28.85%-11.8pp |
| Employer contribution / active EE | $964 | $2,244-57.0% | $2,965-67.5% | $2,588-62.7% |
| Participant deferral / active EE | $3,083 | $4,215-26.9% | $4,851-36.5% | $4,289-28.1% |
| Admin fee / account holder | $117 | $2,707-95.7% | $8,252-98.6% | $1,587-92.7% |