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 SVCS INC - 205 Service code 49 · EIN 41-0973005 | Other Services | $21,934 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,818 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,837 | $99,957-15.1% | $149,696-43.3% | $73,488+15.4% |
| Participation rate | 97.2% | 75.7%+21.5pp | 82.5%+14.7pp | 70.7%+26.5pp |
| Annual return | 15.69% | 53.87%-38.2pp | 276.60%-260.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $4,904 | $3,191+53.7% | $4,644+5.6% | $2,270+116.0% |
| Participant deferral / active EE | $8,460 | $6,073+39.3% | $6,842+23.6% | $3,740+126.2% |
| Admin fee / account holder | $52 | $551-90.5% | $9,309-99.4% | $513-89.8% |