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 | Recordkeeping and information managem... | $1,506 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,202 | $58,879-28.3% | $178,490-76.4% | $73,488-42.6% |
| Participation rate | 99.4% | 66.2%+33.2pp | 81.9%+17.5pp | 70.7%+28.7pp |
| Annual return | 17.67% | 24.86%-7.2pp | 151.07%-133.4pp | 28.51%-10.8pp |
| Employer contribution / active EE | $932 | $2,236-58.3% | $5,011-81.4% | $2,270-58.9% |
| Participant deferral / active EE | $3,576 | $2,567+39.3% | $5,202-31.3% | $3,740-4.4% |
| Admin fee / account holder | $8 | $400-97.9% | $13,984-99.9% | $513-98.4% |