Filed March 10, 2026
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 LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $5,790 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,788 | $70,667-32.4% | $123,104-61.2% | $52,331-8.7% |
| Participation rate | 95.1% | 83.7%+11.3pp | 86.8%+8.3pp | 68.1%+27.0pp |
| Annual return | -0.81% | 6.23%-7.0pp | 13.22%-14.0pp | 4.54%-5.3pp |
| Employer contribution / active EE | $1,618 | $2,946-45.1% | $5,151-68.6% | $1,882-14.0% |
| Participant deferral / active EE | $4,598 | $4,493+2.3% | $6,230-26.2% | $3,022+52.1% |
| Admin fee / account holder | $20 | $506-96.1% | $9,015-99.8% | $592-96.6% |