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) | $9,685 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,365 | $95,416-29.4% | $185,823-63.7% | $85,850-21.5% |
| Participation rate | 69.0% | 68.8%+0.2pp | 81.7%-12.7pp | 69.3%-0.3pp |
| Annual return | 12.65% | 23.59%-10.9pp | 122.05%-109.4pp | 318.53%-305.9pp |
| Employer contribution / active EE | $367 | $3,314-88.9% | $5,167-92.9% | $2,565-85.7% |
| Participant deferral / active EE | $3,201 | $3,423-6.5% | $5,568-42.5% | $3,952-19.0% |
| Admin fee / account holder | $30 | $7,213-99.6% | $16,237-99.8% | $6,260-99.5% |