Filed July 31, 2026 (most recent of 4 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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $17,481 |
NEWPORT GROUP, INC.2+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 PO BOX 960 · DENVER, CO 80201 | Securities Custodian | $7,007 |
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 | $65,149 | $74,089-12.1% | $133,980-51.4% | $55,167+18.1% |
| Participation rate | 99.0% | 84.3%+14.7pp | 87.1%+12.0pp | 69.0%+30.0pp |
| Annual return | 8.36% | 12.11%-3.8pp | 29.30%-20.9pp | 169.23%-160.9pp |
| Employer contribution / active EE | $1,556 | $3,064-49.2% | $5,211-70.1% | $1,963-20.7% |
| Participant deferral / active EE | $4,092 | $4,678-12.5% | $6,282-34.9% | $3,054+34.0% |
| Admin fee / account holder | $20 | $458-95.6% | $9,324-99.8% | $504-96.0% |