Filed July 1, 2025 (most recent of 2 filings on file)
Total covered: 4 employees
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 |
|---|---|---|
DAVIE KAPLAN2+ years Service code 10 · EIN 16-1182991 | Accounting | $11,000 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,060 |
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 | $36,396 | $52,884-31.2% | $84,750-57.1% | $55,167-34.0% |
| Participation rate | 96.4% | 67.5%+28.8pp | 76.6%+19.8pp | 69.0%+27.4pp |
| Annual return | 8.12% | 18.03%-9.9pp | 22.78%-14.7pp | 169.23%-161.1pp |
| Employer contribution / active EE | $4,481 | $2,233+100.6% | $3,574+25.4% | $1,963+128.3% |
| Participant deferral / active EE | $2,608 | $2,644-1.4% | $3,712-29.7% | $3,054-14.6% |
| Admin fee / account holder | $59 | $581-89.8% | $5,332-98.9% | $504-88.2% |