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 | $16,975 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 PO BOX 806 · ROSEVILLE, CA 95661 | Other Services | $11,122 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $1,955 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC Service code 55 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,423 | $104,475-10.6% | $159,436-41.4% | $79,386+17.7% |
| Participation rate | 76.5% | 76.6%-0.1pp | 82.8%-6.4pp | 70.7%+5.8pp |
| Annual return | 14.44% | 67.95%-53.5pp | 263.57%-249.1pp | 116.85%-102.4pp |
| Employer contribution / active EE | $1,023 | $3,417-70.1% | $4,829-78.8% | $2,427-57.9% |
| Participant deferral / active EE | $5,457 | $6,467-15.6% | $7,352-25.8% | $4,046+34.9% |
| Admin fee / account holder | $308 | $711-56.6% | $10,799-97.1% | $626-50.8% |