Filed May 19, 2026 (most recent of 2 filings on file)
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 |
|---|---|---|
AMERIPRISE FINANCIAL SERVICES INC10+ years Service code 27 · EIN 38-2722519 | Advisory (Plan) | $36,193 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$9,261 |
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 | $40,920 | $50,815-19.5% | $155,509-73.7% | $77,643-47.3% |
| Participation rate | 79.1% | 63.1%+16.0pp | 78.2%+0.9pp | 70.6%+8.5pp |
| Annual return | 12.38% | 34.80%-22.4pp | 64.67%-52.3pp | 31.24%-18.9pp |
| Employer contribution / active EE | $1,942 | $1,993-2.5% | $4,672-58.4% | $2,726-28.8% |
| Participant deferral / active EE | $3,779 | $2,822+33.9% | $5,626-32.8% | $4,647-18.7% |
| Admin fee / account holder | $62 | $437-85.9% | $15,912-99.6% | $430-85.7% |