See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $41,131 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 99 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 554740000 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,942 | $77,660-37.0% | $109,143-55.2% | $79,386-38.3% |
| Participation rate | 29.6% | 67.8%-38.2pp | 75.9%-46.3pp | 70.7%-41.1pp |
| Annual return | 16.99% | 23.44%-6.4pp | 25.75%-8.8pp | 116.85%-99.9pp |
| Employer contribution / active EE | $828 | $2,797-70.4% | $3,722-77.8% | $2,427-65.9% |
| Participant deferral / active EE | $1,334 | $3,518-62.1% | $4,653-71.3% | $4,046-67.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,752-100.0% | $626-100.0% |