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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,524 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,583 | $66,528+25.6% | $86,874-3.8% | $86,799-3.7% |
| Participation rate | 99.2% | 72.4%+26.9pp | 71.6%+27.6pp | 72.3%+27.0pp |
| Annual return | 13.80% | 19.56%-5.8pp | 63.52%-49.7pp | 97.91%-84.1pp |
| Employer contribution / active EE | $2,666 | $2,007+32.8% | $2,495+6.8% | $2,405+10.8% |
| Participant deferral / active EE | $3,682 | $3,240+13.6% | $3,699-0.5% | $4,131-10.9% |
| Admin fee / account holder | $27 | $148-81.9% | $5,828-99.5% | $170-84.2% |