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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,853 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,214 | $69,823+2.0% | $77,163-7.7% | $74,419-4.3% |
| Participation rate | 90.9% | 70.0%+20.9pp | 69.6%+21.4pp | 70.7%+20.2pp |
| Annual return | 18.67% | 19.98%-1.3pp | 37.87%-19.2pp | 34.38%-15.7pp |
| Employer contribution / active EE | $2,779 | $2,150+29.3% | $2,535+9.6% | $2,637+5.4% |
| Participant deferral / active EE | $3,745 | $3,558+5.3% | $3,833-2.3% | $4,528-17.3% |
| Admin fee / account holder | $29 | $398-92.8% | $5,472-99.5% | $348-91.7% |