Filed November 13, 2025
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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,784 | $91,517+14.5% | $101,248+3.5% | $73,409+42.7% |
| Participation rate | 41.3% | 73.8%-32.5pp | 75.8%-34.5pp | 72.2%-30.9pp |
| Annual return | 21.43% | 17.17%+4.3pp | 46.47%-25.0pp | 59.29%-37.9pp |
| Employer contribution / active EE | $2,320 | $2,877-19.3% | $3,660-36.6% | $2,234+3.9% |
| Participant deferral / active EE | $3,101 | $3,338-7.1% | $4,370-29.0% | $3,805-18.5% |
| Admin fee / account holder | $18 | $216-91.9% | $5,945-99.7% | $158-88.9% |