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 26 · EIN 33-2565098 | Advisory (Participants) | $6,970 |
PENSERV PLAN SERVICES, INC.4+ years Service code 13 · EIN 20-1916735 | Contract Administrator | $1,865 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $45,937 | $76,000-39.6% | $154,107-70.2% | $64,186-28.4% |
| Participation rate | 75.3% | 70.4%+4.8pp | 83.0%-7.8pp | 69.6%+5.7pp |
| Annual return | -9.49% | 30.32%-39.8pp | 735.12%-744.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $374 | $3,351-88.8% | $5,298-92.9% | $2,381-84.3% |
| Participant deferral / active EE | $3,075 | $3,175-3.1% | $5,081-39.5% | $3,470-11.4% |
| Admin fee / account holder | $20 | $5,596-99.6% | $13,411-99.9% | $4,888-99.6% |