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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,579 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,933 | $99,078-45.6% | $96,544-44.1% | $74,419-27.5% |
| Participation rate | 93.8% | 80.7%+13.1pp | 76.0%+17.8pp | 70.7%+23.1pp |
| Annual return | 18.00% | 22.48%-4.5pp | 25.84%-7.8pp | 34.38%-16.4pp |
| Employer contribution / active EE | $2,061 | $2,570-19.8% | $2,965-30.5% | $2,637-21.8% |
| Participant deferral / active EE | $3,623 | $4,933-26.6% | $4,851-25.3% | $4,528-20.0% |
| Admin fee / account holder | $35 | $225-84.5% | $8,252-99.6% | $348-90.0% |