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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $34,688 |
ELLIOTT DAVIS, LLC3 years Filed as: ELLIOTT DAVIS LLC Service code 10 · EIN 57-0381582 | Accounting | $26,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,872 | $86,225-19.0% | $146,665-52.4% | $86,799-19.5% |
| Participation rate | 93.2% | 78.0%+15.3pp | 80.1%+13.2pp | 72.3%+21.0pp |
| Annual return | 12.21% | 31.23%-19.0pp | 22.74%-10.5pp | 97.91%-85.7pp |
| Employer contribution / active EE | $2,609 | $2,392+9.1% | $4,136-36.9% | $2,405+8.5% |
| Participant deferral / active EE | $5,503 | $4,245+29.6% | $5,5060% | $4,131+33.2% |
| Admin fee / account holder | $183 | $195-6.5% | $10,280-98.2% | $170+7.7% |