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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,965 |
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 | $236,721 | $122,239+93.7% | $184,203+28.5% | $74,495+217.8% |
| Participation rate | 99.3% | 85.5%+13.8pp | 86.8%+12.4pp | 67.2%+32.1pp |
| Annual return | 37.88% | 19.95%+17.9pp | 28.81%+9.1pp | 1364.94%-1327.1pp |
| Employer contribution / active EE | $7,631 | $4,537+68.2% | $6,427+18.7% | $2,623+190.9% |
| Participant deferral / active EE | $8,274 | $7,139+15.9% | $9,131-9.4% | $4,346+90.4% |
| Admin fee / account holder | $28 | $1,260-97.8% | $13,901-99.8% | $1,942-98.6% |