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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,930 |
Service code 37 · EIN 04-2647786 | Loan Processing | $415 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,214 | $40,522-23.0% | $84,611-63.1% | $67,579-53.8% |
| Participation rate | 60.1% | 51.1%+9.0pp | 68.2%-8.1pp | 71.3%-11.1pp |
| Annual return | 41.02% | 32.72%+8.3pp | 258.74%-217.7pp | 378.56%-337.5pp |
| Employer contribution / active EE | $1,297 | $1,146+13.2% | $2,652-51.1% | $2,148-39.6% |
| Participant deferral / active EE | $4,972 | $2,132+133.2% | $3,899+27.5% | $3,539+40.5% |
| Admin fee / account holder | $1 | $145-99.0% | $4,912-100.0% | $142-99.0% |