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 Service code 27 · EIN 41-1667086 | Advisory (Plan) | $14,043 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,043 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,358 | $60,989-45.3% | $60,874-45.2% | $66,914-50.1% |
| Participation rate | 80.8% | 74.5%+6.3pp | 73.1%+7.7pp | 69.8%+11.0pp |
| Annual return | -15.62% | -9.60%-6.0pp | 16.90%-32.5pp | 1.58%-17.2pp |
| Employer contribution / active EE | $710 | $2,661-73.3% | $2,701-73.7% | $2,544-72.1% |
| Participant deferral / active EE | $4,191 | $3,615+15.9% | $3,817+9.8% | $4,237-1.1% |
| Admin fee / account holder | $219 | $338-35.2% | $3,224-93.2% | $593-63.0% |