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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,720 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,273 | $60,323+202.2% | $81,812+122.8% | $74,495+144.7% |
| Participation rate | 99.5% | 62.9%+36.6pp | 72.3%+27.2pp | 67.2%+32.3pp |
| Annual return | 12.97% | 16.90%-3.9pp | 773.79%-760.8pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $12,796 | $3,387+277.7% | $4,319+196.3% | $4,346+194.5% |
| Admin fee / account holder | $25 | $1,486-98.3% | $7,386-99.7% | $1,942-98.7% |