Filed January 5, 2026 (most recent of 2 filings on file)
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 | $72,553 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,232 | $69,823+49.3% | $77,163+35.1% | $74,419+40.1% |
| Participation rate | 98.0% | 70.0%+28.0pp | 69.6%+28.4pp | 70.7%+27.2pp |
| Annual return | 19.60% | 19.98%-0.4pp | 37.87%-18.3pp | 34.38%-14.8pp |
| Employer contribution / active EE | $3,073 | $2,150+42.9% | $2,535+21.2% | $2,637+16.5% |
| Participant deferral / active EE | $4,255 | $3,558+19.6% | $3,833+11.0% | $4,528-6.0% |
| Admin fee / account holder | $63 | $398-84.2% | $5,472-98.9% | $348-81.9% |