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 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $40,792 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,138 |
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 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 | $68,085 | $73,404-7.2% | $87,100-21.8% | $67,579+0.7% |
| Participation rate | 49.2% | 80.9%-31.7pp | 76.9%-27.7pp | 71.3%-22.1pp |
| Annual return | 21.72% | 48.29%-26.6pp | 28.19%-6.5pp | 378.56%-356.8pp |
| Employer contribution / active EE | $227 | $2,014-88.7% | $2,521-91.0% | $2,148-89.4% |
| Participant deferral / active EE | $2,962 | $3,913-24.3% | $4,049-26.8% | $3,539-16.3% |
| Admin fee / account holder | $52 | $142-63.4% | $7,497-99.3% | $142-63.6% |