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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $126,461 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,447 | $66,457+24.1% | $81,382+1.3% | $77,643+6.2% |
| Participation rate | 92.5% | 68.7%+23.8pp | 69.5%+23.0pp | 70.6%+21.9pp |
| Annual return | 14.39% | 15.93%-1.5pp | 24.73%-10.3pp | 31.24%-16.8pp |
| Employer contribution / active EE | $2,832 | $2,159+31.1% | $2,463+15.0% | $2,726+3.9% |
| Participant deferral / active EE | $4,033 | $3,679+9.6% | $3,883+3.9% | $4,647-13.2% |
| Admin fee / account holder | $141 | $583-75.9% | $5,768-97.6% | $430-67.4% |