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 | $60,479 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC Service code 22 | Insurance Broker | $58,442 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 22 · EIN 41-0973005 | Insurance Broker | $0 |
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 | $136,427 | $58,264+134.2% | $86,612+57.5% | $71,457+90.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 18.83% | 21.63%-2.8pp | 591.07%-572.2pp | 28.85%-10.0pp |
| Employer contribution / active EE | $2,978 | $2,574+15.7% | $3,022-1.5% | $2,588+15.1% |
| Participant deferral / active EE | $8,985 | $3,436+161.5% | $4,438+102.5% | $4,289+109.5% |
| Admin fee / account holder | $285 | $1,057-73.1% | $5,614-94.9% | $1,587-82.1% |