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 15 · EIN 41-0973005 | Recordkeeping | $12,000 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,464 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 15 · EIN 38-2722519 | Recordkeeping | $6,004 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,001 | $79,171-17.9% | $102,423-36.5% | $74,495-12.7% |
| Participation rate | 98.2% | 74.8%+23.4pp | 76.5%+21.7pp | 67.2%+31.0pp |
| Annual return | 16.11% | 54.93%-38.8pp | 29.32%-13.2pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $1,796 | $2,362-24.0% | $3,023-40.6% | $2,623-31.5% |
| Participant deferral / active EE | $2,959 | $4,415-33.0% | $5,053-41.4% | $4,346-31.9% |
| Admin fee / account holder | $152 | $2,001-92.4% | $9,451-98.4% | $1,942-92.2% |