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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-1592130 | Recordkeeping | $69,995 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,910 | $74,552-55.9% | $62,995-47.8% | $69,631-52.7% |
| Participation rate | 68.8% | 78.3%-9.4pp | 74.8%-6.0pp | 70.7%-1.8pp |
| Annual return | 16.91% | 15.77%+1.1pp | 87.57%-70.7pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $2,039 | $2,929-30.4% | $2,759-26.1% | $2,032+0.3% |
| Participant deferral / active EE | $2,933 | $2,974-1.4% | $3,329-11.9% | $3,224-9.0% |
| Admin fee / account holder | $214 | $59+259.7% | $3,600-94.1% | $110+93.5% |