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 |
|---|---|---|
AMERIPRISE FINANCIAL SERVICES INC10+ years Service code 55 · EIN 38-2722519 | Other Commissions | $91,886 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $22,659 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,396 | $62,544+23.7% | $129,295-40.1% | $199,768-61.3% |
| Participation rate | 40.3% | 56.8%-16.5pp | 69.6%-29.3pp | 72.0%-31.7pp |
| Annual return | 13.16% | 16.95%-3.8pp | 9429.28%-9416.1pp | 34.26%-21.1pp |
| Employer contribution / active EE | $745 | $2,394-68.9% | $4,157-82.1% | $3,037-75.5% |
| Participant deferral / active EE | $2,746 | $3,123-12.1% | $4,169-34.1% | $5,090-46.1% |
| Admin fee / account holder | $16 | $167-90.6% | $7,665-99.8% | $269-94.1% |