Filed September 18, 2025
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 |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $7,890 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,457 | $31,388+99.0% | $73,545-15.1% | $62,292+0.3% |
| Participation rate | 49.1% | 39.9%+9.2pp | 54.9%-5.8pp | 69.5%-20.4pp |
| Annual return | 19.16% | 25.34%-6.2pp | -15.16%+34.3pp | 28.90%-9.7pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,068 | $1,028+198.3% | $1,806+69.9% | $3,169-3.2% |
| Admin fee / account holder | $66 | $299-78.0% | $2,320-97.2% | $479-86.3% |