Filed April 3, 2025 (most recent of 2 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 3-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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,799 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,732 | $51,197+184.7% | $82,719+76.2% | $66,914+117.8% |
| Participation rate | 99.4% | 67.8%+31.6pp | 72.6%+26.9pp | 69.8%+29.6pp |
| Annual return | -16.51% | -9.64%-6.9pp | 701.18%-717.7pp | 1.58%-18.1pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $10,845 | $3,458+213.6% | $4,395+146.8% | $4,237+156.0% |
| Admin fee / account holder | $28 | $416-93.2% | $5,329-99.5% | $593-95.3% |