Filed August 1, 2025
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 |
|---|---|---|
BATTLE GROUND ACADEMY3 years Service code 99 · EIN 62-0125920 | Other Fees | $26,685 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 | Other Services | $6,655 |
ASCENSUS LLC2 years Filed as: ASCENSUS C/O FUTURE PLAN Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,504 | $60,989+20.5% | $60,874+20.7% | $66,914+9.8% |
| Participation rate | 88.8% | 74.5%+14.3pp | 73.1%+15.6pp | 69.8%+19.0pp |
| Annual return | -16.02% | -9.60%-6.4pp | 16.90%-32.9pp | 1.58%-17.6pp |
| Employer contribution / active EE | $2,808 | $2,661+5.6% | $2,701+4.0% | $2,544+10.4% |
| Participant deferral / active EE | $4,209 | $3,615+16.4% | $3,817+10.3% | $4,237-0.7% |
| Admin fee / account holder | $266 | $338-21.4% | $3,224-91.7% | $593-55.2% |