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 | $15,155 |
Filed as: FIDELITY INVESTMENTS INST. OPRT. Service code 37 · EIN 04-2647786 | Loan Processing | $4,129 |
Filed as: FIDELITY INVESTMENTS Service code 26 · EIN 26-4311657 | Advisory (Participants) | $2,803 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 49 · EIN 33-0785439 | Other Services | $0 |
Filed as: LEAFHOUSE Service code 16 · EIN 26-4311657 | Consulting | $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 | $72,191 | $51,197+41.0% | $82,719-12.7% | $66,914+7.9% |
| Participation rate | 41.0% | 67.8%-26.8pp | 72.6%-31.6pp | 69.8%-28.8pp |
| Annual return | -17.42% | -9.64%-7.8pp | 701.18%-718.6pp | 1.58%-19.0pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,178 | $3,458+20.8% | $4,395-4.9% | $4,237-1.4% |
| Admin fee / account holder | $87 | $416-79.1% | $5,329-98.4% | $593-85.4% |