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 7-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 | $19,157 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 49 | Other Services | $18,200 |
Service code 13 · EIN 13-3601506 | Contract Administrator | $5,540 |
Filed as: AMERIPRISE FINANCIAL SERVICES INC. Service code 49 · EIN 41-0973005 | Other Services | $0 |
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 | $57,973 | $79,013-26.6% | $100,391-42.3% | $74,495-22.2% |
| Participation rate | 80.0% | 79.5%+0.5pp | 81.5%-1.5pp | 67.2%+12.8pp |
| Annual return | 40.61% | 20.41%+20.2pp | 49.20%-8.6pp | 1364.94%-1324.3pp |
| Employer contribution / active EE | $6,043 | $3,021+100.0% | $3,942+53.3% | $2,623+130.4% |
| Participant deferral / active EE | $11,645 | $7,760+50.1% | $8,082+44.1% | $4,346+168.0% |
| Admin fee / account holder | $158 | $1,320-88.0% | $7,899-98.0% | $1,942-91.8% |