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 Service code 15 · EIN 11-3665754 | Recordkeeping | $6,579 |
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 | $84,972 | $35,986+136.1% | $77,482+9.7% | $73,488+15.6% |
| Participation rate | 50.9% | 40.8%+10.1pp | 54.2%-3.3pp | 70.7%-19.8pp |
| Annual return | 14.52% | 19.26%-4.7pp | 54.79%-40.3pp | 28.51%-14.0pp |
| Employer contribution / active EE | $0 | $557-100.0% | $986-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $998 | $1,198-16.7% | $1,861-46.4% | $3,740-73.3% |
| Admin fee / account holder | $56 | $466-88.0% | $2,858-98.0% | $513-89.1% |