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 27 · EIN 13-3180631 | Advisory (Plan) | $52,317 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $48,635 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,477 | $50,815+64.3% | $155,509-46.3% | $77,643+7.5% |
| Participation rate | 60.5% | 63.1%-2.6pp | 78.2%-17.7pp | 70.6%-10.1pp |
| Annual return | 14.77% | 34.80%-20.0pp | 64.67%-49.9pp | 31.24%-16.5pp |
| Employer contribution / active EE | $2,469 | $1,993+23.9% | $4,672-47.2% | $2,726-9.4% |
| Participant deferral / active EE | $4,429 | $2,822+56.9% | $5,626-21.3% | $4,647-4.7% |
| Admin fee / account holder | $191 | $437-56.1% | $15,912-98.8% | $430-55.5% |