Filed November 19, 2025 (most recent of 4 filings on file)
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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $15,436 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,579 | $122,239+59.2% | $184,203+5.6% | $74,495+161.2% |
| Participation rate | 98.3% | 85.5%+12.8pp | 86.8%+11.5pp | 67.2%+31.1pp |
| Annual return | 18.17% | 19.95%-1.8pp | 28.81%-10.6pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $11,352 | $4,537+150.2% | $6,427+76.6% | $2,623+332.8% |
| Participant deferral / active EE | $10,614 | $7,139+48.7% | $9,131+16.2% | $4,346+144.2% |
| Admin fee / account holder | $117 | $1,260-90.7% | $13,901-99.2% | $1,942-94.0% |