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 | $15,852 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,854 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $31,643 | $52,293-39.5% | $178,490-82.3% | $73,409-56.9% |
| Participation rate | 61.2% | 65.3%-4.1pp | 81.9%-20.7pp | 72.2%-10.9pp |
| Annual return | 12.33% | 34.75%-22.4pp | 151.07%-138.7pp | 59.29%-47.0pp |
| Employer contribution / active EE | $1,051 | $1,735-39.4% | $5,011-79.0% | $2,234-53.0% |
| Participant deferral / active EE | $1,209 | $2,332-48.2% | $5,202-76.8% | $3,805-68.2% |
| Admin fee / account holder | $41 | $127-67.5% | $13,984-99.7% | $158-73.8% |