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 ACADEMY4 years Service code 99 · EIN 62-0125920 | Other Fees | $20,178 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 | Other Services | $6,762 |
ASCENSUS LLC3 years Filed as: ASCENSUS C/O FUTURE PLAN Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,009 | $65,557+22.0% | $64,056+24.9% | $71,457+12.0% |
| Participation rate | 69.9% | 73.2%-3.3pp | 72.3%-2.4pp | 67.9%+1.9pp |
| Annual return | 16.65% | 18.94%-2.3pp | 33.69%-17.0pp | 28.85%-12.2pp |
| Employer contribution / active EE | $2,216 | $2,669-16.9% | $2,747-19.3% | $2,588-14.3% |
| Participant deferral / active EE | $3,442 | $3,626-5.1% | $3,880-11.3% | $4,289-19.7% |
| Admin fee / account holder | $255 | $616-58.7% | $3,068-91.7% | $1,587-84.0% |