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 SERVICES, INC. Service code 55 | Other Commissions | $4,711 |
Filed as: SECURIAN FINANCIAL SERVICES INC. Service code 99 | Other Fees | $4,573 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 | Other Services | $2,193 |
Filed as: CBIZ INVESTMENT ADVISORY SVCS, LLC Service code 99 | Other Fees | $821 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,437 | $45,602-26.7% | $117,472-71.5% | $66,914-50.0% |
| Participation rate | 88.2% | 57.6%+30.6pp | 70.6%+17.6pp | 69.8%+18.4pp |
| Annual return | -13.22% | -16.74%+3.5pp | 29.74%-43.0pp | 1.58%-14.8pp |
| Employer contribution / active EE | $1,553 | $1,579-1.6% | $4,176-62.8% | $2,544-39.0% |
| Participant deferral / active EE | $3,127 | $2,845+9.9% | $4,070-23.2% | $4,237-26.2% |
| Admin fee / account holder | $238 | $661-64.0% | $5,645-95.8% | $593-59.9% |