Filed May 27, 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 5-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 Filed as: FUTUREPLAN Service code 17 P.O. BOX 219073 · KANSAS CITY, MO 641219073 | Pension Consulting | $78,363 |
MATRIX TRUST COMPANY4 years Service code 15 · EIN 75-3182674 | Recordkeeping | $37,969 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $26,780 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $505,629-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.0%-39.0pp | 0.0%0pp |
| Annual return | 8.29% | 10.71%-2.4pp | 8.40%-0.1pp | 10.71%-2.4pp |
| Employer contribution / active EE | $49,845 | $14,986+232.6% | $39,312+26.8% | $14,986+232.6% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $131-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $38,466-100.0% | - |