Filed May 12, 2026 (most recent of 3 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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $59,813 |
AMERICAN FUNDS6+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 · EIN 26-4789150 | Advisory (Plan) | $25,000 |
COHNREZNICK LLP3 years Service code 10 · EIN 22-1478099 | Accounting | $19,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,111 | $100,801+12.2% | $149,696-24.4% | $73,409+54.1% |
| Participation rate | 99.2% | 77.7%+21.5pp | 82.5%+16.7pp | 72.2%+27.0pp |
| Annual return | 15.81% | 265.34%-249.5pp | 276.60%-260.8pp | 59.29%-43.5pp |
| Employer contribution / active EE | $6,187 | $3,312+86.8% | $4,644+33.2% | $2,234+177.0% |
| Participant deferral / active EE | $5,785 | $6,404-9.7% | $6,842-15.4% | $3,805+52.0% |
| Admin fee / account holder | $140 | $181-22.7% | $9,309-98.5% | $158-11.5% |