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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,555 | $31,679+144.8% | $74,701+3.8% | $65,185+19.0% |
| Participation rate | 55.6% | 40.4%+15.2pp | 54.5%+1.1pp | 70.2%-14.6pp |
| Annual return | 25.87% | 39.04%-13.2pp | 752.92%-727.1pp | 29.38%-3.5pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,563 | $1,191+199.2% | $1,964+81.4% | $3,514+1.4% |
| Admin fee / account holder | $74 | $379-80.4% | $3,333-97.8% | $847-91.2% |