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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,694 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,461 | $79,171-12.3% | $102,423-32.2% | $74,495-6.8% |
| Participation rate | 94.2% | 74.8%+19.4pp | 76.5%+17.7pp | 67.2%+27.0pp |
| Annual return | 13.79% | 54.93%-41.1pp | 29.32%-15.5pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $2,229 | $2,362-5.6% | $3,023-26.3% | $2,623-15.0% |
| Participant deferral / active EE | $4,251 | $4,415-3.7% | $5,053-15.9% | $4,346-2.2% |
| Admin fee / account holder | $29 | $2,001-98.5% | $9,451-99.7% | $1,942-98.5% |