Filed September 22, 2026
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 64 · EIN 71-0294708 | Recordkeeping Fees | $182,871 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 55 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Other Commissions | $85,013 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,052 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,966 | $43,113+20.5% | $82,719-37.2% | $77,904-33.3% |
| Participation rate | 20.8% | 63.8%-43.0pp | 72.6%-51.7pp | 73.7%-52.9pp |
| Annual return | -11.66% | 2.60%-14.3pp | 701.18%-712.8pp | 12.21%-23.9pp |
| Employer contribution / active EE | $586 | $1,924-69.5% | $3,009-80.5% | $2,848-79.4% |
| Participant deferral / active EE | $985 | $3,057-67.8% | $4,395-77.6% | $4,806-79.5% |
| Admin fee / account holder | $181 | $102+77.1% | $5,329-96.6% | $133+36.6% |