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 |
|---|---|---|
AMERICAN FUNDS1 year Service code 15 | Recordkeeping | $177,271 |
MILLIMAN, INC.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $19,959 |
DELOITTE & TOUCHE LLP8+ years Service code 10 · EIN 13-3891517 | Accounting | $0 |
MATRIX TRUST COMPANY7 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 | $47,138 | $39,973+17.9% | $79,550-40.7% | $77,904-39.5% |
| Participation rate | 88.4% | 64.6%+23.8pp | 69.5%+18.9pp | 73.7%+14.7pp |
| Annual return | -19.23% | 3.42%-22.7pp | 0.16%-19.4pp | 12.21%-31.4pp |
| Employer contribution / active EE | $1,060 | $1,088-2.6% | $2,413-56.1% | $2,848-62.8% |
| Participant deferral / active EE | $4,528 | $2,774+63.2% | $3,985+13.6% | $4,806-5.8% |
| Admin fee / account holder | $9 | $113-92.3% | $6,832-99.9% | $133-93.5% |