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 SERVICES Service code 28 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Investment Management | $0 |
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
PENSION ASSURANCE LLP8+ years Filed as: THE PENSION SERVICE, LLC Service code 14 · EIN 04-3496225 142 NORTH ROAD, SUITE N · SUDBURY, MA 017761149 | Plan Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,934 | $49,451-3.1% | $79,550-39.7% | $66,914-28.4% |
| Participation rate | 33.0% | 61.3%-28.4pp | 69.5%-36.5pp | 69.8%-36.8pp |
| Annual return | -19.57% | 84.25%-103.8pp | 0.16%-19.7pp | 1.58%-21.2pp |
| Employer contribution / active EE | $240 | $1,266-81.0% | $2,413-90.1% | $2,544-90.6% |
| Participant deferral / active EE | $2,350 | $3,159-25.6% | $3,985-41.0% | $4,237-44.5% |
| Admin fee / account holder | $77 | $595-87.0% | $6,832-98.9% | $593-87.0% |