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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,736 |
Filed as: AMERIPRISE FINANC Service code 49 | Other Services | $16,575 |
ASSURANCE DIMENSIONS2 years Service code 13 · EIN 26-3429292 | Contract Administrator | $5,000 |
Filed as: AMERIPRISE FINANCIAL SVCS INC Service code 49 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Services | $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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,394 | $69,3620% | $101,248-31.5% | $73,488-5.6% |
| Participation rate | 57.9% | 68.4%-10.4pp | 75.8%-17.9pp | 70.7%-12.7pp |
| Annual return | 12.71% | 18.46%-5.8pp | 46.47%-33.8pp | 28.51%-15.8pp |
| Employer contribution / active EE | $1,272 | $2,628-51.6% | $3,660-65.2% | $2,270-44.0% |
| Participant deferral / active EE | $2,066 | $3,300-37.4% | $4,370-52.7% | $3,740-44.8% |
| Admin fee / account holder | $521 | $704-26.0% | $5,945-91.2% | $513+1.5% |