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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $64,347 |
AMERICAN FUNDS8+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 · EIN 26-4789150 | Advisory (Plan) | $34,375 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,257 | $82,202+35.3% | $125,339-11.2% | $64,808+71.7% |
| Participation rate | 98.8% | 77.9%+20.9pp | 82.4%+16.4pp | 71.5%+27.4pp |
| Annual return | -15.53% | 3.48%-19.0pp | 572.05%-587.6pp | 32.82%-48.3pp |
| Employer contribution / active EE | $7,904 | $3,615+118.6% | $4,814+64.2% | $2,506+215.4% |
| Participant deferral / active EE | $6,625 | $7,175-7.7% | $7,446-11.0% | $4,310+53.7% |
| Admin fee / account holder | $122 | $163-25.2% | $10,010-98.8% | $188-35.0% |