Filed September 26, 2025 (most recent of 5 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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $58,616 |
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 | $163,954 | $111,608+46.9% | $177,821-7.8% | $73,409+123.3% |
| Participation rate | 99.1% | 87.9%+11.2pp | 87.7%+11.3pp | 72.2%+26.9pp |
| Annual return | 14.97% | 18.23%-3.3pp | 48.32%-33.4pp | 59.29%-44.3pp |
| Employer contribution / active EE | $6,379 | $3,796+68.0% | $5,918+7.8% | $2,234+185.6% |
| Participant deferral / active EE | $7,580 | $6,199+22.3% | $7,714-1.7% | $3,805+99.2% |
| Admin fee / account holder | $106 | $166-36.2% | $12,427-99.2% | $158-33.1% |