Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $34,159 |
Filed as: AMERIPRISE FINANCIAL Service code 27 · EIN 38-2722519 | Advisory (Plan) | $19,210 |
Filed as: AMERIPRISE FINANCIAL SER Service code 27 · EIN 41-1667086 | Advisory (Plan) | $17,698 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,986 | $80,705+49.9% | $115,768+4.5% | $67,986+78.0% |
| Participation rate | 98.7% | 63.0%+35.7pp | 74.4%+24.3pp | 57.2%+41.5pp |
| Annual return | 11.61% | 18.49%-6.9pp | 100.46%-88.9pp | 31.67%-20.1pp |
| Employer contribution / active EE | $7,682 | $2,046+275.4% | $2,940+161.3% | $2,019+280.5% |
| Participant deferral / active EE | $8,585 | $3,559+141.2% | $4,917+74.6% | $3,358+155.7% |
| Admin fee / account holder | $421 | $4,135-89.8% | $12,439-96.6% | $3,203-86.9% |