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 | $21,917 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,342 | $65,061-59.5% | $143,757-81.7% | $66,914-60.6% |
| Participation rate | 44.9% | 65.2%-20.3pp | 80.3%-35.4pp | 69.8%-24.9pp |
| Annual return | -8.87% | -11.14%+2.3pp | -0.04%-8.8pp | 1.58%-10.5pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $467 | $2,919-84.0% | $5,637-91.7% | $4,237-89.0% |
| Admin fee / account holder | $305 | $502-39.3% | $14,673-97.9% | $593-48.7% |