Filed June 3, 2025
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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,625 |
INFINEX INVESTMENTS INC1 year Service code 27 538 PRESTON AVE · MERIDEN, CT 06450 | Advisory (Plan) | $5,792 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,817 | $48,265+17.7% | $68,791-17.4% | $68,494-17.0% |
| Participation rate | 80.6% | 60.7%+20.0pp | 69.0%+11.6pp | 67.9%+12.8pp |
| Annual return | -16.78% | -12.71%-4.1pp | -6.38%-10.4pp | -7.84%-8.9pp |
| Employer contribution / active EE | $3,006 | $1,829+64.4% | $2,655+13.2% | $2,596+15.8% |
| Participant deferral / active EE | $4,807 | $2,867+67.7% | $3,941+22.0% | $4,027+19.4% |
| Admin fee / account holder | $210 | $4,355-95.2% | $4,932-95.7% | $5,403-96.1% |