Filed March 12, 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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,765 | $31,424-30.7% | $81,478-73.3% | $69,631-68.7% |
| Participation rate | 58.6% | 50.8%+7.7pp | 68.0%-9.4pp | 70.7%-12.1pp |
| Annual return | 33.91% | 22.44%+11.5pp | 38.78%-4.9pp | 27571.02%-27537.1pp |
| Employer contribution / active EE | $960 | $1,029-6.7% | $2,568-62.6% | $2,032-52.8% |
| Participant deferral / active EE | $4,654 | $1,838+153.2% | $3,537+31.6% | $3,224+44.4% |
| Admin fee / account holder | $4 | $103-96.4% | $4,561-99.9% | $110-96.6% |