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 |
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
PENSION ASSURANCE LLP9+ 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.
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 | $52,578 | $54,701-3.9% | $86,188-39.0% | $71,457-26.4% |
| Participation rate | 32.6% | 60.1%-27.5pp | 69.0%-36.3pp | 67.9%-35.3pp |
| Annual return | 14.58% | 20.06%-5.5pp | 1168.45%-1153.9pp | 28.85%-14.3pp |
| Employer contribution / active EE | $188 | $1,265-85.1% | $2,380-92.1% | $2,588-92.7% |
| Participant deferral / active EE | $1,992 | $3,108-35.9% | $3,985-50.0% | $4,289-53.6% |
| Admin fee / account holder | $58 | $1,922-97.0% | $6,852-99.1% | $1,587-96.3% |