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 FUNDS3 years Service code 15 | Recordkeeping | $217,246 |
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $22,217 |
DELOITTE & TOUCHE LLP10+ years Service code 10 · EIN 13-3891517 | Accounting | $0 |
MATRIX TRUST COMPANY9 years Service code 21 · EIN 75-3182674 | Bank Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,051 | $48,698+2.8% | $93,606-46.5% | $199,593-74.9% |
| Participation rate | 89.8% | 63.5%+26.2pp | 68.7%+21.0pp | 72.0%+17.8pp |
| Annual return | 14.71% | 15.34%-0.6pp | 133.20%-118.5pp | 34.25%-19.5pp |
| Employer contribution / active EE | $985 | $1,135-13.2% | $2,420-59.3% | $3,034-67.5% |
| Participant deferral / active EE | $4,389 | $2,817+55.8% | $4,411-0.5% | $5,087-13.7% |
| Admin fee / account holder | $8 | $195-95.9% | $8,285-99.9% | $269-97.0% |