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 3-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 | $35,332 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 49 · EIN 51-6041053 | Other Services | $12,819 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,927 | $122,239-85.3% | $184,203-90.3% | $74,495-75.9% |
| Participation rate | 99.2% | 85.5%+13.7pp | 86.8%+12.4pp | 67.2%+32.0pp |
| Annual return | 68.49% | 19.95%+48.5pp | 28.81%+39.7pp | 1364.94%-1296.4pp |
| Employer contribution / active EE | $1,567 | $4,537-65.5% | $6,427-75.6% | $2,623-40.3% |
| Participant deferral / active EE | $5,086 | $7,139-28.8% | $9,131-44.3% | $4,346+17.0% |
| Admin fee / account holder | $140 | $1,260-88.9% | $13,901-99.0% | $1,942-92.8% |