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 10-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 | $36,437 |
Filed as: AMERIPRISE FINANCIAL SVCS INC - 205 Service code 49 · EIN 41-0973005 | Other Services | $15,082 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,308 | $70,908+27.4% | $98,907-8.7% | $73,488+22.9% |
| Participation rate | 68.6% | 73.8%-5.1pp | 76.0%-7.4pp | 70.7%-2.0pp |
| Annual return | 13.66% | 34.17%-20.5pp | 196.43%-182.8pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,640 | $2,036-19.5% | $2,689-39.0% | $2,270-27.7% |
| Participant deferral / active EE | $3,470 | $3,500-0.9% | $4,244-18.2% | $3,740-7.2% |
| Admin fee / account holder | $400 | $535-25.1% | $6,642-94.0% | $513-22.0% |