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 ADVISORS4+ years Filed as: BRAGG FINANCIAL ADVISORS, INC. Service code 27 · EIN 56-1790097 | Advisory (Plan) | $27,683 |
NEWPORT GROUP, INC.3+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $4,745 |
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 | $16,789 | $37,196-54.9% | $154,107-89.1% | $55,725-69.9% |
| Participation rate | 72.2% | 64.1%+8.1pp | 83.0%-10.8pp | 70.9%+1.3pp |
| Annual return | -4.26% | 1319.68%-1323.9pp | 735.12%-739.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $793 | $1,614-50.9% | $5,298-85.0% | $2,078-61.9% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $52 | $102-48.5% | $13,411-99.6% | $115-54.6% |