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 9-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: AMERICAN ENTERPRISE INVESTMENT SERV Service code 26 · EIN 41-1667086 10 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 554749900 | Advisory (Participants) | $15,857 |
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 | $19,222 | $60,022-68.0% | $88,946-78.4% | $84,808-77.3% |
| Participation rate | 95.6% | 57.8%+37.8pp | 68.8%+26.8pp | 68.3%+27.3pp |
| Annual return | 9.80% | 22.43%-12.6pp | 57.82%-48.0pp | 40.90%-31.1pp |
| Employer contribution / active EE | $2,570 | $1,703+50.9% | $2,555+0.6% | $2,631-2.3% |
| Participant deferral / active EE | $0 | $3,114-100.0% | $4,581-100.0% | $4,212-100.0% |
| Admin fee / account holder | $119 | $4,811-97.5% | $8,261-98.6% | $7,344-98.4% |