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) | $7,385 |
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 | $56,408 | $85,202-33.8% | $172,739-67.3% | $72,985-22.7% |
| Participation rate | 74.7% | 70.1%+4.7pp | 82.6%-7.9pp | 69.5%+5.2pp |
| Annual return | 23.16% | 27.32%-4.2pp | 802.84%-779.7pp | 81.00%-57.8pp |
| Employer contribution / active EE | $403 | $3,324-87.9% | $5,143-92.2% | $2,440-83.5% |
| Participant deferral / active EE | $3,276 | $3,260+0.5% | $5,198-37.0% | $3,607-9.2% |
| Admin fee / account holder | $19 | $5,884-99.7% | $13,954-99.9% | $5,124-99.6% |