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 SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $45,009 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,426 |
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 | $74,146 | $79,519-6.8% | $95,952-22.7% | $73,409+1.0% |
| Participation rate | 55.8% | 81.2%-25.3pp | 77.1%-21.2pp | 72.2%-16.3pp |
| Annual return | 13.20% | 19.20%-6.0pp | 91.61%-78.4pp | 59.29%-46.1pp |
| Employer contribution / active EE | $241 | $2,048-88.2% | $2,541-90.5% | $2,234-89.2% |
| Participant deferral / active EE | $3,222 | $4,138-22.1% | $4,167-22.7% | $3,805-15.3% |
| Admin fee / account holder | $58 | $184-68.7% | $6,795-99.2% | $158-63.5% |