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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $18,491 |
NEWPORT GROUP, INC.4+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 | Securities Custodian | $7,761 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX SETTLEMENT & CLEARANCE SERVI Service code 19 PO BOX 416423 · BOSTON, MA 02241 | Securities Custodian | $0 |
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 | $65,591 | $79,523-17.5% | $140,016-53.2% | $56,287+16.5% |
| Participation rate | 98.6% | 85.7%+12.9pp | 87.5%+11.1pp | 69.9%+28.8pp |
| Annual return | -4.25% | 2.39%-6.6pp | 651.12%-655.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $1,609 | $3,350-52.0% | $5,606-71.3% | $2,111-23.8% |
| Participant deferral / active EE | $4,312 | $5,129-15.9% | $6,927-37.8% | $3,350+28.7% |
| Admin fee / account holder | $22 | $614-96.5% | $10,705-99.8% | $521-95.8% |