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 | $35,242 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,421 |
Annual investment return 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 | $68,034 | $80,724-15.7% | $103,333-34.2% | $74,495-8.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 10.19% | 27.56%-17.4pp | 24.88%-14.7pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $5,088 | $3,157+61.2% | $3,868+31.5% | $2,623+94.0% |
| Participant deferral / active EE | $4,654 | $3,860+20.6% | $5,057-8.0% | $4,346+7.1% |
| Admin fee / account holder | $11 | $2,368-99.5% | $8,355-99.9% | $1,942-99.4% |