Filed November 11, 2025 (most recent of 3 filings on file)
Total covered: 10 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 |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,804 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,823 | $72,254-32.4% | $86,677-43.7% | $64,808-24.7% |
| Participation rate | 91.1% | 80.4%+10.7pp | 76.6%+14.6pp | 71.5%+19.7pp |
| Annual return | -15.58% | 392.42%-408.0pp | 35.91%-51.5pp | 32.82%-48.4pp |
| Employer contribution / active EE | $1,879 | $2,393-21.5% | $2,836-33.8% | $2,506-25.0% |
| Participant deferral / active EE | $3,209 | $4,658-31.1% | $4,656-31.1% | $4,310-25.6% |
| Admin fee / account holder | $29 | $174-83.2% | $7,493-99.6% | $188-84.5% |