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 |
|---|---|---|
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 49 107 S BROADWAY · GREENSBURG, IN 47240 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $76,780 | $78,485-2.2% | $106,213-27.7% | $74,495+3.1% |
| Participation rate | 53.0% | 72.8%-19.8pp | 75.3%-22.3pp | 67.2%-14.2pp |
| Annual return | 18.10% | 15.95%+2.1pp | 116.14%-98.0pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $462 | $2,523-81.7% | $3,171-85.4% | $2,623-82.4% |
| Participant deferral / active EE | $3,744 | $4,322-13.4% | $5,016-25.3% | $4,346-13.8% |
| Admin fee / account holder | $0 | $2,232-100.0% | $11,033-100.0% | $1,942-100.0% |