Filed May 27, 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 |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,659 |
CLARK NUBER1 year Service code 10 10900 NE 4TH STREET · BELLEVUE, WA 98004 | Accounting | $8,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $92,439 | $58,879+57.0% | $178,490-48.2% | $73,488+25.8% |
| Participation rate | 90.7% | 66.2%+24.5pp | 81.9%+8.8pp | 70.7%+20.1pp |
| Annual return | 8.91% | 24.86%-15.9pp | 151.07%-142.2pp | 28.51%-19.6pp |
| Employer contribution / active EE | $1,958 | $2,236-12.4% | $5,011-60.9% | $2,270-13.7% |
| Participant deferral / active EE | $7,716 | $2,567+200.6% | $5,202+48.3% | $3,740+106.3% |
| Admin fee / account holder | $162 | $400-59.4% | $13,984-98.8% | $513-68.3% |