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 6-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 99 | Other Fees | $6,977 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 49 | Other Services | $3,650 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $793 |
Filed as: AMERIPRISE FINANCIAL SERVICES, LLC Service code 99 · EIN 41-0973005 1521 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Fees | $0 |
Filed as: PARAGON ALLIANCE GROUP, LLC Service code 49 · EIN 23-3044062 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,681 | $65,435-31.7% | $86,677-48.5% | $66,914-33.2% |
| Participation rate | 95.6% | 75.5%+20.1pp | 76.6%+19.0pp | 69.8%+25.8pp |
| Annual return | -16.02% | -10.89%-5.1pp | 35.91%-51.9pp | 1.58%-17.6pp |
| Employer contribution / active EE | $3,307 | $2,153+53.6% | $2,836+16.6% | $2,544+30.0% |
| Participant deferral / active EE | $3,228 | $4,100-21.3% | $4,656-30.7% | $4,237-23.8% |
| Admin fee / account holder | $181 | $642-71.8% | $7,493-97.6% | $593-69.6% |