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 9-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 SVCS INC - 205 Service code 49 · EIN 41-0973005 | Other Services | $46,780 |
Service code 49 · EIN 51-6041053 | Other Services | $19,759 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP INC Service code 49 · EIN 27-2037969 | Other Services | $8,903 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,764 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $143,874 | $89,652+60.5% | $141,162+1.9% | $65,185+120.7% |
| Participation rate | 98.4% | 74.7%+23.7pp | 82.5%+15.9pp | 70.2%+28.2pp |
| Annual return | 32.50% | 32.79%-0.3pp | 71.39%-38.9pp | 29.38%+3.1pp |
| Employer contribution / active EE | $14,086 | $3,065+359.6% | $4,735+197.5% | $2,177+547.1% |
| Participant deferral / active EE | $10,533 | $5,691+85.1% | $6,709+57.0% | $3,514+199.8% |
| Admin fee / account holder | $24 | $569-95.8% | $10,261-99.8% | $847-97.2% |