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 | $36,862 |
Service code 49 · EIN 36-3750335 2720 S. RIVER ROAD · DES PLAINES, IL 60018 | Other Services | $15,945 |
Participant 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 | $40,360 | $86,225-53.2% | $146,665-72.5% | $86,799-53.5% |
| Participation rate | 82.0% | 78.0%+4.0pp | 80.1%+1.9pp | 72.3%+9.7pp |
| Annual return | 16.61% | 31.23%-14.6pp | 22.74%-6.1pp | 97.91%-81.3pp |
| Employer contribution / active EE | $1,720 | $2,392-28.1% | $4,136-58.4% | $2,405-28.5% |
| Participant deferral / active EE | $1,795 | $4,245-57.7% | $5,506-67.4% | $4,131-56.5% |
| Admin fee / account holder | $156 | $195-20.3% | $10,280-98.5% | $170-8.2% |