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 Service code 55 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
CARNOW AND ASSOCIATES, LTD.5 years Filed as: CARNOW AND ASSOCIATES, LTD Service code 49 | Other Services | $0 |
CARNOW AND ASSOCIATES, LTD.7 years Service code 49 · EIN 36-3493622 2201 WAUKEGAN ROAD, SUITE 150 · BANNOCKURN, IL 60015 | Other Services | $0 |
Employer 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,483 | $109,881-11.3% | $150,045-35.0% | $84,808+14.9% |
| Participation rate | 89.2% | 76.1%+13.1pp | 82.3%+6.9pp | 68.3%+20.9pp |
| Annual return | 14.68% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,609 | $6,636+44.8% | $7,997+20.2% | $4,212+128.2% |
| Admin fee / account holder | $411 | $8,568-95.2% | $13,435-96.9% | $7,344-94.4% |