Filed January 5, 2026
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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,251 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,365 | $55,790+29.7% | $76,817-5.8% | $67,579+7.1% |
| Participation rate | 97.3% | 71.1%+26.2pp | 72.1%+25.2pp | 71.3%+26.0pp |
| Annual return | 42.69% | 64.45%-21.8pp | 1166.11%-1123.4pp | 378.56%-335.9pp |
| Employer contribution / active EE | $2,291 | $1,810+26.6% | $2,302-0.5% | $2,148+6.7% |
| Participant deferral / active EE | $2,998 | $2,875+4.3% | $3,336-10.1% | $3,539-15.3% |
| Admin fee / account holder | $40 | $159-74.8% | $6,420-99.4% | $142-71.8% |