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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $9,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,420 | $28,109+114.9% | $71,086-15.0% | $56,287+7.3% |
| Participation rate | 53.3% | 40.4%+12.9pp | 54.7%-1.3pp | 69.9%-16.5pp |
| Annual return | -5.60% | -615.05%+609.4pp | 650.59%-656.2pp | -9.96%+4.4pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,374 | $1,116+202.4% | $1,874+80.0% | $3,350+0.7% |
| Admin fee / account holder | $79 | $585-86.4% | $3,082-97.4% | $521-84.8% |