Filed September 18, 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 |
|---|---|---|
BRAGG FINANCIAL ADVISORS3+ years Filed as: BRAGG FINANCIAL ADVISORS, INC. Service code 27 · EIN 56-1790097 | Advisory (Plan) | $26,150 |
NEWPORT GROUP, INC.2+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $7,005 |
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 | $20,359 | $46,173-55.9% | $170,442-88.1% | $69,631-70.8% |
| Participation rate | 74.2% | 63.9%+10.3pp | 83.6%-9.4pp | 70.7%+3.5pp |
| Annual return | 13.22% | 21.62%-8.4pp | 205.93%-192.7pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $1,107 | $1,610-31.2% | $5,433-79.6% | $2,032-45.5% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $57 | $116-51.0% | $13,880-99.6% | $110-48.6% |