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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $17,147 |
NEWPORT GROUP, INC.3+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 PO BOX 960 · DENVER, CO 80201 | Securities Custodian | $7,454 |
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 | $74,345 | $89,739-17.2% | $149,718-50.3% | $62,292+19.3% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 14.98% | 21.01%-6.0pp | 1501.63%-1486.6pp | 28.90%-13.9pp |
| Employer contribution / active EE | $1,655 | $3,233-48.8% | $5,445-69.6% | $2,042-19.0% |
| Participant deferral / active EE | $3,913 | $4,797-18.4% | $6,569-40.4% | $3,169+23.5% |
| Admin fee / account holder | $18 | $551-96.7% | $11,283-99.8% | $479-96.3% |