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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $450 |
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 | $159,687 | $130,194+22.7% | $169,993-6.1% | $71,457+123.5% |
| Participation rate | 97.1% | 86.1%+11.0pp | 87.0%+10.1pp | 67.9%+29.2pp |
| Annual return | 16.69% | 20.37%-3.7pp | 53.37%-36.7pp | 28.85%-12.2pp |
| Employer contribution / active EE | $6,921 | $4,381+58.0% | $6,785+2.0% | $2,588+167.5% |
| Participant deferral / active EE | $7,872 | $6,923+13.7% | $10,408-24.4% | $4,289+83.6% |
| Admin fee / account holder | $2 | $966-99.8% | $12,815-100.0% | $1,587-99.9% |