Filed December 2, 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 |
|---|---|---|
Service code 16 · EIN 26-0058143 | Consulting | $63,500 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,815 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $334,827 | $88,083+280.1% | $164,813+103.2% | $74,495+349.5% |
| Participation rate | 90.1% | 73.0%+17.1pp | 78.6%+11.5pp | 67.2%+22.9pp |
| Annual return | 12.75% | 17.26%-4.5pp | 69.93%-57.2pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $11,686 | $2,593+350.7% | $4,341+169.2% | $2,623+345.5% |
| Participant deferral / active EE | $6,870 | $4,498+52.7% | $6,031+13.9% | $4,346+58.1% |
| Admin fee / account holder | $317 | $2,234-85.8% | $12,690-97.5% | $1,942-83.7% |