Filed February 9, 2026
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 | $33,579 |
ELLIOTT DAVIS, LLC2 years Filed as: ELLIOTT DAVIS LLC Service code 10 · EIN 57-0381582 | Accounting | $24,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,363 | $78,419-15.4% | $133,956-50.5% | $73,409-9.6% |
| Participation rate | 92.1% | 78.6%+13.5pp | 79.8%+12.2pp | 72.2%+19.9pp |
| Annual return | 12.11% | 33.35%-21.2pp | 45.09%-33.0pp | 59.29%-47.2pp |
| Employer contribution / active EE | $2,504 | $2,044+22.5% | $3,919-36.1% | $2,234+12.1% |
| Participant deferral / active EE | $5,475 | $3,925+39.5% | $5,048+8.5% | $3,805+43.9% |
| Admin fee / account holder | $185 | $161+14.7% | $8,927-97.9% | $158+17.2% |