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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,045 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,284 | $82,917+39.0% | $103,333+11.6% | $77,643+48.5% |
| Participation rate | 29.4% | 71.6%-42.2pp | 74.5%-45.1pp | 70.6%-41.2pp |
| Annual return | 14.06% | 19.13%-5.1pp | 24.88%-10.8pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,804 | $3,552-49.2% | $3,868-53.4% | $2,726-33.8% |
| Participant deferral / active EE | $2,487 | $4,108-39.5% | $5,057-50.8% | $4,647-46.5% |
| Admin fee / account holder | $19 | $638-97.0% | $8,355-99.8% | $430-95.5% |