See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $26,668 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,735 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,593 | $105,181-13.9% | $159,436-43.2% | $85,850+5.5% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.8%+5.8pp | 69.3%+19.3pp |
| Annual return | 12.02% | 45.07%-33.0pp | 263.57%-251.5pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,304 | $3,318-60.7% | $4,829-73.0% | $2,565-49.2% |
| Participant deferral / active EE | $7,733 | $5,945+30.1% | $7,352+5.2% | $3,952+95.7% |
| Admin fee / account holder | $225 | $6,933-96.7% | $10,799-97.9% | $6,260-96.4% |