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 LLC3 years Filed as: FUTUREPLAN Service code 17 P.O. BOX 219073 · KANSAS CITY, MO 641219073 | Pension Consulting | $79,855 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $27,760 |
MATRIX TRUST COMPANY3 years Service code 15 · EIN 75-3182674 | Recordkeeping | $22,118 |
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 | $308,621-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 0.0%0pp |
| Annual return | 6.93% | 8.15%-1.2pp | 8.06%-1.1pp | 8.76%-1.8pp |
| Employer contribution / active EE | $56,414 | $60,767-7.2% | $42,627+32.3% | $16,627+239.3% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $71-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $8,774-100.0% | - |