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 SVCS INC - 205 Service code 49 · EIN 41-0973005 | Other Services | $15,825 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,333 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,553 | $62,928-56.2% | $172,739-84.0% | $67,579-59.2% |
| Participation rate | 66.1% | 64.5%+1.6pp | 82.6%-16.6pp | 71.3%-5.2pp |
| Annual return | 17.99% | 30.36%-12.4pp | 802.84%-784.9pp | 378.56%-360.6pp |
| Employer contribution / active EE | $1,143 | $1,636-30.2% | $5,143-77.8% | $2,148-46.8% |
| Participant deferral / active EE | $1,317 | $2,145-38.6% | $5,198-74.7% | $3,539-62.8% |
| Admin fee / account holder | $42 | $167-74.7% | $13,954-99.7% | $142-70.3% |