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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $40,268 |
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 | $40,778 | $64,119-36.4% | $112,228-63.7% | $66,914-39.1% |
| Participation rate | 26.6% | 68.5%-41.9pp | 75.1%-48.5pp | 69.8%-43.2pp |
| Annual return | -15.07% | -13.81%-1.3pp | 27.45%-42.5pp | 1.58%-16.7pp |
| Employer contribution / active EE | $821 | $3,005-72.7% | $3,635-77.4% | $2,544-67.7% |
| Participant deferral / active EE | $1,413 | $3,693-61.7% | $4,728-70.1% | $4,237-66.7% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |