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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $73,132 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,176 | $56,503+15.3% | $70,092-7.0% | $64,808+0.6% |
| Participation rate | 90.0% | 70.5%+19.5pp | 70.5%+19.5pp | 71.5%+18.6pp |
| Annual return | -15.56% | -13.44%-2.1pp | 190.73%-206.3pp | 32.82%-48.4pp |
| Employer contribution / active EE | $2,491 | $2,046+21.7% | $2,559-2.7% | $2,506-0.6% |
| Participant deferral / active EE | $3,399 | $3,389+0.3% | $3,849-11.7% | $4,310-21.1% |
| Admin fee / account holder | $87 | $160-45.6% | $6,267-98.6% | $188-53.6% |