Filed March 17, 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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $63,052 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC Service code 22 · EIN 41-0973005 | Insurance Broker | $60,304 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,826 | $51,197+130.1% | $82,719+42.4% | $66,914+76.1% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -18.65% | -9.64%-9.0pp | 701.18%-719.8pp | 1.58%-20.2pp |
| Employer contribution / active EE | $3,574 | $2,611+36.9% | $3,009+18.8% | $2,544+40.5% |
| Participant deferral / active EE | $8,536 | $3,458+146.9% | $4,395+94.2% | $4,237+101.5% |
| Admin fee / account holder | $272 | $416-34.6% | $5,329-94.9% | $593-54.2% |