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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,505 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,359 | $106,236-14.9% | $112,228-19.5% | $64,808+39.4% |
| Participation rate | 35.2% | 71.7%-36.5pp | 75.1%-39.9pp | 71.5%-36.3pp |
| Annual return | -16.41% | -6.02%-10.4pp | 27.45%-43.9pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1,881 | $3,166-40.6% | $3,635-48.2% | $2,506-24.9% |
| Participant deferral / active EE | $2,589 | $3,785-31.6% | $4,728-45.2% | $4,310-39.9% |
| Admin fee / account holder | $18 | $452-96.0% | $6,410-99.7% | $188-90.3% |