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: RIVERSOURCE LIFE Service code 12 · EIN 41-0823832 | Claims processing; Recordkeeping and ... | $1,293 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $638 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,998 | $52,953-28.2% | $172,739-78.0% | $65,185-41.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 23.39% | 30.12%-6.7pp | 802.84%-779.5pp | 29.38%-6.0pp |
| Employer contribution / active EE | $973 | $2,190-55.6% | $5,143-81.1% | $2,177-55.3% |
| Participant deferral / active EE | $3,564 | $2,471+44.3% | $5,198-31.4% | $3,514+1.4% |
| Admin fee / account holder | $8 | $472-98.3% | $13,954-99.9% | $847-99.1% |