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 | $16,171 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 PO BOX 806 · ROSEVILLE, CA 95661 | Other Services | $6,811 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $1,913 |
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.)
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 | $101,032 | $93,571+8.0% | $135,903-25.7% | $75,163+34.4% |
| Participation rate | 80.9% | 75.2%+5.7pp | 81.9%-1.0pp | 67.2%+13.7pp |
| Annual return | 17.05% | 30.90%-13.8pp | 68.23%-51.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $857 | $3,537-75.8% | $4,856-82.3% | $2,670-67.9% |
| Participant deferral / active EE | $6,612 | $6,404+3.3% | $7,758-14.8% | $4,125+60.3% |
| Admin fee / account holder | $346 | $6,975-95.0% | $10,762-96.8% | $5,651-93.9% |