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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $58,086 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,541 | $117,025-16.6% | $91,541+6.6% | $85,563+14.0% |
| Participation rate | 91.3% | 64.2%+27.0pp | 69.8%+21.5pp | 66.0%+25.3pp |
| Annual return | 19.11% | 18.02%+1.1pp | 20.50%-1.4pp | 31.51%-12.4pp |
| Employer contribution / active EE | $3,128 | $2,120+47.5% | $2,505+24.9% | $2,654+17.9% |
| Participant deferral / active EE | $3,870 | $3,446+12.3% | $4,008-3.4% | $4,375-11.6% |
| Admin fee / account holder | $64 | $1,242-94.8% | $6,956-99.1% | $834-92.3% |