See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERIPRISE FINANCIAL SERVICES INC10+ years Service code 55 · EIN 38-2722519 | Other Commissions | $85,825 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,400 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,632 | $48,698-26.8% | $93,606-61.9% | $199,593-82.1% |
| Participation rate | 60.0% | 63.5%-3.6pp | 68.7%-8.8pp | 72.0%-12.0pp |
| Annual return | 13.35% | 15.34%-2.0pp | 133.20%-119.8pp | 34.25%-20.9pp |
| Employer contribution / active EE | $273 | $1,135-76.0% | $2,420-88.7% | $3,034-91.0% |
| Participant deferral / active EE | $2,562 | $2,817-9.0% | $4,411-41.9% | $5,087-49.6% |
| Admin fee / account holder | $9 | $195-95.3% | $8,285-99.9% | $269-96.6% |