Filed April 6, 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 | $38,491 |
Filed as: ONE DIGITAL INVESTMENT ADV. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $16,803 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,284 | $72,994-51.7% | $120,368-70.7% | $77,671-54.6% |
| Participation rate | 66.7% | 55.2%+11.4pp | 71.9%-5.2pp | 70.6%-3.9pp |
| Annual return | 13.57% | 18.23%-4.7pp | 107.26%-93.7pp | 31.21%-17.6pp |
| Employer contribution / active EE | $0 | $1,793-100.0% | $3,465-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,250 | $3,011-25.3% | $4,991-54.9% | $4,648-51.6% |
| Admin fee / account holder | $213 | $658-67.6% | $9,429-97.7% | $430-50.4% |