Filed August 16, 2025 (most recent of 26 filings on file)
Total covered: 2 employees
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 |
|---|---|---|
DELOITTE & TOUCHE LLP7+ years Service code 10 · EIN 13-3891517 | Accounting | $56,566 |
MILLIMAN, INC.7+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $21,432 |
MATRIX TRUST COMPANY6 years Service code 21 · EIN 75-3182674 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,667 | $48,166+32.2% | $96,562-34.1% | $93,030-31.6% |
| Participation rate | 90.4% | 65.1%+25.3pp | 69.8%+20.6pp | 73.9%+16.5pp |
| Annual return | 12.73% | 21.31%-8.6pp | 37.78%-25.0pp | 158.70%-146.0pp |
| Employer contribution / active EE | $1,004 | $1,070-6.2% | $2,356-57.4% | $2,706-62.9% |
| Participant deferral / active EE | $4,363 | $2,576+69.4% | $3,849+13.4% | $4,562-4.4% |
| Admin fee / account holder | $43 | $110-60.9% | $6,181-99.3% | $152-71.6% |