Filed March 18, 2026 (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 | $3,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,121 | $102,553+40.5% | $151,611-4.9% | $66,914+115.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -16.49% | -10.82%-5.7pp | 3.33%-19.8pp | 1.58%-18.1pp |
| Employer contribution / active EE | $7,346 | $4,180+75.7% | $6,166+19.1% | $2,544+188.7% |
| Participant deferral / active EE | $7,985 | $6,641+20.2% | $8,363-4.5% | $4,237+88.5% |
| Admin fee / account holder | $2 | $630-99.6% | $11,616-100.0% | $593-99.6% |