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 |
|---|---|---|
PAI6+ years Service code 13 1300 ENTERPRISE DRIVE · DEPERE, WA 54115 | Contract Administrator | $7,165 |
Filed as: AMERIPRISE FINANCIAL Service code 27 996 N. TEMPLE AVENUE · STARKE, FL 32091 | Advisory (Plan) | $4,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,742 | $55,636-41.1% | $81,983-60.1% | $73,488-55.4% |
| Participation rate | 41.3% | 62.3%-21.0pp | 69.2%-27.9pp | 70.7%-29.4pp |
| Annual return | 7.98% | 19.07%-11.1pp | 41.31%-33.3pp | 28.51%-20.5pp |
| Employer contribution / active EE | $702 | $1,625-56.8% | $2,498-71.9% | $2,270-69.1% |
| Participant deferral / active EE | $1,863 | $2,762-32.6% | $3,722-50.0% | $3,740-50.2% |
| Admin fee / account holder | $25 | $493-95.0% | $5,664-99.6% | $513-95.2% |