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 INC. Service code 49 | Other Services | $10,568 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,465 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 49 · EIN 41-0973005 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,503 | $42,546-28.3% | $71,796-57.5% | $55,167-44.7% |
| Participation rate | 91.7% | 59.1%+32.5pp | 69.1%+22.6pp | 69.0%+22.7pp |
| Annual return | 5.42% | 12.36%-6.9pp | 78.04%-72.6pp | 169.23%-163.8pp |
| Employer contribution / active EE | $629 | $803-21.6% | $1,924-67.3% | $1,963-67.9% |
| Participant deferral / active EE | $3,161 | $2,064+53.1% | $2,794+13.1% | $3,054+3.5% |
| Admin fee / account holder | $218 | $650-66.4% | $4,815-95.5% | $504-56.6% |