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 | $22,845 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,805 | $61,156-56.2% | $185,823-85.6% | $79,386-66.2% |
| Participation rate | 48.3% | 66.6%-18.3pp | 81.7%-33.4pp | 70.7%-22.4pp |
| Annual return | 11.07% | 19.45%-8.4pp | 122.05%-111.0pp | 116.85%-105.8pp |
| Employer contribution / active EE | $528 | $2,321-77.3% | $5,167-89.8% | $2,427-78.3% |
| Participant deferral / active EE | $1,401 | $2,789-49.8% | $5,568-74.8% | $4,046-65.4% |
| Admin fee / account holder | $259 | $710-63.5% | $16,237-98.4% | $626-58.7% |