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 · EIN 41-0973005 | Other Commissions | $29,630 |
Service code 49 · EIN 22-2755716 | Other Services | $18,081 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $3,129 |
Service code 64 · EIN 71-0299470 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $146,408 | $122,239+19.8% | $184,200-20.5% | $74,546+96.4% |
| Participation rate | 46.4% | 85.5%-39.1pp | 86.8%-40.5pp | 67.2%-20.8pp |
| Annual return | 16.74% | 19.95%-3.2pp | 28.80%-12.1pp | 1366.03%-1349.3pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,424-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $5,700 | $7,139-20.1% | $9,132-37.6% | $4,347+31.1% |
| Admin fee / account holder | $424 | $1,260-66.4% | $13,907-97.0% | $1,944-78.2% |