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) | $11,780 |
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 | $56,682 | $73,867-23.3% | $143,757-60.6% | $68,494-17.2% |
| Participation rate | 67.3% | 66.7%+0.7pp | 80.3%-13.0pp | 67.9%-0.5pp |
| Annual return | -17.20% | 1.01%-18.2pp | -0.04%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $345 | $3,184-89.2% | $4,951-93.0% | $2,596-86.7% |
| Participant deferral / active EE | $2,645 | $3,384-21.8% | $5,637-53.1% | $4,027-34.3% |
| Admin fee / account holder | $24 | $5,755-99.6% | $14,673-99.8% | $5,403-99.6% |