Filed July 29, 2026 (most recent of 4 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 55 4250 VETERANS MEMORIAL HWY STE 420E · HOLBROOK, NY 11741 | Other Commissions | $124,275 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$8,258 |
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 | $118,850 | $98,727+20.4% | $113,168+5.0% | $85,563+38.9% |
| Participation rate | 88.5% | 80.8%+7.6pp | 76.6%+11.9pp | 66.0%+22.5pp |
| Annual return | 12.16% | 17.43%-5.3pp | 24.27%-12.1pp | 31.51%-19.4pp |
| Employer contribution / active EE | $5,630 | $2,907+93.7% | $2,975+89.2% | $2,654+112.2% |
| Participant deferral / active EE | $6,486 | $5,424+19.6% | $5,107+27.0% | $4,375+48.2% |
| Admin fee / account holder | -$17 | $357-104.8% | $12,068-100.1% | $834-102.0% |