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 Service code 26 · EIN 38-2722519 70911 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $30,464 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $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 | $76,433 | $73,004+4.7% | $90,749-15.8% | $68,494+11.6% |
| Participation rate | 98.9% | 70.8%+28.0pp | 75.7%+23.2pp | 67.9%+31.0pp |
| Annual return | -18.52% | -13.81%-4.7pp | -12.16%-6.4pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,243 | $2,193+2.3% | $2,921-23.2% | $2,596-13.6% |
| Participant deferral / active EE | $6,666 | $3,627+83.8% | $4,564+46.0% | $4,027+65.5% |
| Admin fee / account holder | $555 | $5,896-90.6% | $8,445-93.4% | $5,403-89.7% |