Filed November 25, 2025 (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 |
|---|---|---|
VANTAGE ETC, LTD2+ years Service code 15 · EIN 45-5394900 | Recordkeeping | $39,742 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN, EDWARDS & COMPANY, LLP. Service code 15 · EIN 54-0504608 | Recordkeeping | $25,292 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,350 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $72,805 | $52,884+37.7% | $84,750-14.1% | $55,167+32.0% |
| Participation rate | 39.9% | 67.5%-27.6pp | 76.6%-36.7pp | 69.0%-29.1pp |
| Annual return | 4.14% | 18.03%-13.9pp | 22.78%-18.6pp | 169.23%-165.1pp |
| Employer contribution / active EE | $560 | $2,233-74.9% | $3,574-84.3% | $1,963-71.5% |
| Participant deferral / active EE | $1,880 | $2,644-28.9% | $3,712-49.4% | $3,054-38.5% |
| Admin fee / account holder | $738 | $581+27.2% | $5,332-86.2% | $504+46.5% |