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 |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL Service code 55 6393 OAK TREE BLVD. · INDEPENDENCE, OH 44131 | Other Commissions | $18,666 |
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 | $25,159 | $58,879-57.3% | $178,490-85.9% | $73,488-65.8% |
| Participation rate | 38.8% | 66.2%-27.4pp | 81.9%-43.1pp | 70.7%-31.9pp |
| Annual return | 11.93% | 24.86%-12.9pp | 151.07%-139.1pp | 28.51%-16.6pp |
| Employer contribution / active EE | $417 | $2,236-81.3% | $5,011-91.7% | $2,270-81.6% |
| Participant deferral / active EE | $1,041 | $2,567-59.4% | $5,202-80.0% | $3,740-72.2% |
| Admin fee / account holder | $351 | $400-12.4% | $13,984-97.5% | $513-31.7% |