Filed December 19, 2025 (most recent of 2 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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $11,891 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,652 | $86,655-42.7% | $119,609-58.5% | $66,914-25.8% |
| Participation rate | 65.2% | 75.6%-10.4pp | 79.3%-14.1pp | 69.8%-4.6pp |
| Annual return | -14.05% | -8.00%-6.1pp | -14.97%+0.9pp | 1.58%-15.6pp |
| Employer contribution / active EE | $3,732 | $2,536+47.2% | $4,232-11.8% | $2,544+46.7% |
| Participant deferral / active EE | $3,302 | $4,358-24.2% | $5,602-41.1% | $4,237-22.1% |
| Admin fee / account holder | $110 | $755-85.4% | $10,323-98.9% | $593-81.4% |