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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $216,546 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC. Service code 27 · EIN 38-2722519 | Advisory (Plan) | $57,479 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant 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 | $59,700 | $122,854-51.4% | $184,200-67.6% | $199,768-70.1% |
| Participation rate | 97.6% | 87.0%+10.5pp | 86.8%+10.7pp | 72.0%+25.5pp |
| Annual return | 17.52% | 143.99%-126.5pp | 28.80%-11.3pp | 34.26%-16.7pp |
| Employer contribution / active EE | $1,421 | $4,588-69.0% | $6,424-77.9% | $3,037-53.2% |
| Participant deferral / active EE | $6,474 | $7,995-19.0% | $9,132-29.1% | $5,090+27.2% |
| Admin fee / account holder | $154 | $120+27.8% | $13,907-98.9% | $269-42.9% |