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 22 · EIN 41-0973005 | Insurance Broker | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,144 | $63,861-57.5% | $104,607-74.1% | $79,858-66.0% |
| Participation rate | 78.3% | 64.9%+13.3pp | 74.1%+4.2pp | 69.6%+8.6pp |
| Annual return | 10.56% | 21.30%-10.7pp | 340.46%-329.9pp | 31.71%-21.2pp |
| Employer contribution / active EE | $4 | $1,588-99.7% | $2,681-99.8% | $2,471-99.8% |
| Participant deferral / active EE | $4,468 | $2,693+65.9% | $3,740+19.5% | $3,740+19.5% |
| Admin fee / account holder | $1 | $4,185-100.0% | $6,473-100.0% | $5,306-100.0% |