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 Service code 27 50082 AMERPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $34,439 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $13,550 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,753 | $101,317-6.5% | $146,958-35.5% | $74,495+27.2% |
| Participation rate | 98.0% | 75.5%+22.5pp | 82.2%+15.9pp | 67.2%+30.8pp |
| Annual return | 11.73% | 8730.91%-8719.2pp | 418.34%-406.6pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $5,765 | $3,810+51.3% | $4,933+16.9% | $2,623+119.8% |
| Participant deferral / active EE | $5,972 | $7,303-18.2% | $8,070-26.0% | $4,346+37.4% |
| Admin fee / account holder | $320 | $1,739-81.6% | $12,998-97.5% | $1,942-83.5% |