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 Service code 27 996 N TEMPLE AVE · STARKE, FL 32091 | Advisory (Plan) | $6,872 |
PAI8+ years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $6,157 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,192 | $63,442-30.3% | $68,791-35.8% | $66,914-34.0% |
| Participation rate | 38.1% | 60.0%-21.9pp | 69.0%-31.0pp | 69.8%-31.7pp |
| Annual return | -10.73% | -8.29%-2.4pp | -6.38%-4.3pp | 1.58%-12.3pp |
| Employer contribution / active EE | $756 | $1,775-57.4% | $2,655-71.5% | $2,544-70.3% |
| Participant deferral / active EE | $2,015 | $2,945-31.6% | $3,941-48.9% | $4,237-52.4% |
| Admin fee / account holder | $6 | $577-98.9% | $4,932-99.9% | $593-99.0% |