Filed May 12, 2026
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 |
|---|---|---|
AMERIPRISE FINANCIAL SERVICES INC10+ years Service code 55 · EIN 38-2722519 | Other Commissions | $58,478 |
CAPOSSELA, COHEN, LLC5 years Service code 10 · EIN 06-1415579 | Accounting | $17,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$11,788 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,928 | $82,917-7.2% | $103,333-25.6% | $77,643-0.9% |
| Participation rate | 96.0% | 71.6%+24.4pp | 74.5%+21.5pp | 70.6%+25.4pp |
| Annual return | 12.31% | 19.13%-6.8pp | 24.88%-12.6pp | 31.24%-18.9pp |
| Employer contribution / active EE | $2,490 | $3,552-29.9% | $3,868-35.6% | $2,726-8.6% |
| Participant deferral / active EE | $9,418 | $4,108+129.2% | $5,057+86.2% | $4,647+102.7% |
| Admin fee / account holder | $60 | $638-90.5% | $8,355-99.3% | $430-86.0% |