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, INC. Service code 55 | Other Commissions | $14,963 |
Filed as: FIDELITY INVESTMENTS INST. OPRT. Service code 37 · EIN 04-2647786 | Loan Processing | $7,366 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 49 · EIN 33-0785439 | Other Services | $4,700 |
Filed as: LEAFHOUSE Service code 16 · EIN 26-4311657 | Consulting | $820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $95,717 | $63,745+50.2% | $98,442-2.8% | $79,386+20.6% |
| Participation rate | 37.7% | 69.9%-32.1pp | 73.3%-35.6pp | 70.7%-33.0pp |
| Annual return | 14.33% | 625.80%-611.5pp | 1492.73%-1478.4pp | 116.85%-102.5pp |
| Employer contribution / active EE | $0 | $2,557-100.0% | $2,960-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,298 | $3,303-0.2% | $4,276-22.9% | $4,046-18.5% |
| Admin fee / account holder | $184 | $516-64.3% | $5,949-96.9% | $626-70.6% |