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 |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $24,280 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,318 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,509 | $79,171-29.9% | $102,423-45.8% | $74,495-25.5% |
| Participation rate | 76.7% | 74.8%+1.9pp | 76.5%+0.2pp | 67.2%+9.5pp |
| Annual return | 16.13% | 54.93%-38.8pp | 29.32%-13.2pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $1,228 | $2,362-48.0% | $3,023-59.4% | $2,623-53.2% |
| Participant deferral / active EE | $4,276 | $4,415-3.2% | $5,053-15.4% | $4,346-1.6% |
| Admin fee / account holder | $378 | $2,001-81.1% | $9,451-96.0% | $1,942-80.5% |