See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 27 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPLOIS, MN 55474 | Advisory (Plan) | $29,264 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,436 |
Filed as: AMERIPRISE FINANCIAL INC DBA COLUMB Service code 27 70911 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $10,296 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT INC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $2,675 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,854 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $144,020 | $79,171+81.9% | $102,423+40.6% | $74,495+93.3% |
| Participation rate | 87.5% | 74.8%+12.7pp | 76.5%+11.0pp | 67.2%+20.3pp |
| Annual return | 14.54% | 54.93%-40.4pp | 29.32%-14.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,226 | $2,362-48.1% | $3,023-59.5% | $2,623-53.3% |
| Participant deferral / active EE | $7,339 | $4,415+66.2% | $5,053+45.2% | $4,346+68.9% |
| Admin fee / account holder | $388 | $2,001-80.6% | $9,451-95.9% | $1,942-80.0% |