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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,982 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,566 | $58,264+197.9% | $86,612+100.4% | $71,457+142.9% |
| Participation rate | 98.4% | 65.0%+33.4pp | 71.7%+26.7pp | 67.9%+30.5pp |
| Annual return | 17.81% | 21.63%-3.8pp | 591.07%-573.3pp | 28.85%-11.0pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $12,317 | $3,436+258.5% | $4,438+177.6% | $4,289+187.2% |
| Admin fee / account holder | $28 | $1,057-97.4% | $5,614-99.5% | $1,587-98.2% |