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) | $11,467 |
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 | $66,933 | $91,190-26.6% | $178,490-62.5% | $79,858-16.2% |
| Participation rate | 63.8% | 69.2%-5.4pp | 81.9%-18.1pp | 69.6%-5.8pp |
| Annual return | 13.98% | 24.19%-10.2pp | 151.07%-137.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $385 | $3,256-88.2% | $5,011-92.3% | $2,471-84.4% |
| Participant deferral / active EE | $3,019 | $3,236-6.7% | $5,202-42.0% | $3,740-19.3% |
| Admin fee / account holder | $19 | $6,751-99.7% | $13,984-99.9% | $5,306-99.6% |