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 13 · EIN 42-0127290 | Contract Administrator | $23,230 |
Filed as: AMERIPRISE FINANCIAL SVCS INC Service code 49 · EIN 41-0973005 | Other Services | $5,335 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,775 | $36,916-0.4% | $156,549-76.5% | $57,658-36.2% |
| Participation rate | 29.5% | 63.4%-34.0pp | 84.0%-54.5pp | 70.2%-40.8pp |
| Annual return | 3.06% | 12.38%-9.3pp | 32.23%-29.2pp | 5.13%-2.1pp |
| Employer contribution / active EE | $653 | $1,571-58.5% | $5,501-88.1% | $1,974-66.9% |
| Participant deferral / active EE | $1,319 | $1,926-31.5% | $4,871-72.9% | $3,061-56.9% |
| Admin fee / account holder | $230 | $82+179.3% | $13,027-98.2% | $95+143.7% |