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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $63,385 |
Filed as: AMERIPRISE FINANCIAL SERVICES INC. Service code 22 | Insurance Broker | $31,577 |
Filed as: AMERIPRISE FINANCIAL SERVICES, LLC Service code 22 · EIN 41-0973005 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,321 | $58,208+24.2% | $81,812-11.6% | $80,856-10.6% |
| Participation rate | 98.0% | 63.4%+34.5pp | 72.3%+25.6pp | 67.6%+30.3pp |
| Annual return | 11.76% | 41.66%-29.9pp | 773.79%-762.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,712 | $2,340+15.9% | $2,912-6.9% | $2,755-1.6% |
| Participant deferral / active EE | $4,755 | $3,281+44.9% | $4,319+10.1% | $4,296+10.7% |
| Admin fee / account holder | $559 | $4,981-88.8% | $7,386-92.4% | $6,918-91.9% |