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 9-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 |
|---|---|---|
Service code 15 · EIN 38-2272300 | Recordkeeping | $7,500 |
LPL FINANCIAL1 year Service code 15 · EIN 04-3046611 | Recordkeeping | $6,802 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $887 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,291 | $72,277-76.1% | $101,248-82.9% | $79,858-78.3% |
| Participation rate | 91.5% | 68.5%+23.0pp | 75.8%+15.7pp | 69.6%+21.9pp |
| Annual return | 14.75% | 22.30%-7.5pp | 46.47%-31.7pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,434 | $2,692-46.7% | $3,660-60.8% | $2,471-42.0% |
| Participant deferral / active EE | $2,699 | $3,282-17.8% | $4,370-38.2% | $3,740-27.8% |
| Admin fee / account holder | $86 | $4,400-98.0% | $5,945-98.5% | $5,306-98.4% |