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 SERVICES, INC. Service code 55 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $28,371 |
Service code 49 · EIN 36-3750335 2720 S. RIVER ROAD · DES PLAINES, IL 60018 | Other Services | $15,109 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,494 | $78,419-62.4% | $133,956-78.0% | $73,409-59.8% |
| Participation rate | 77.1% | 78.6%-1.5pp | 79.8%-2.7pp | 72.2%+4.9pp |
| Annual return | 19.54% | 33.35%-13.8pp | 45.09%-25.6pp | 59.29%-39.8pp |
| Employer contribution / active EE | $1,419 | $2,044-30.5% | $3,919-63.8% | $2,234-36.4% |
| Participant deferral / active EE | $1,481 | $3,925-62.3% | $5,048-70.7% | $3,805-61.1% |
| Admin fee / account holder | $38 | $161-76.5% | $8,927-99.6% | $158-76.0% |