See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,290 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,234 | $37,393-48.6% | $77,024-75.0% | $66,914-71.3% |
| Participation rate | 47.9% | 52.9%-4.9pp | 67.9%-20.0pp | 69.8%-21.9pp |
| Annual return | -6.98% | -3.29%-3.7pp | 42.32%-49.3pp | 1.58%-8.6pp |
| Employer contribution / active EE | $1,248 | $1,531-18.5% | $2,812-55.6% | $2,544-51.0% |
| Participant deferral / active EE | $2,112 | $2,617-19.3% | $4,426-52.3% | $4,237-50.1% |
| Admin fee / account holder | $0 | $567-100.0% | $5,425-100.0% | $593-100.0% |