Filed December 17, 2025 (most recent of 8 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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $39,154 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,699 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,000 | $63,745+444.4% | $98,442+252.5% | $79,386+337.1% |
| Participation rate | 98.1% | 69.9%+28.3pp | 73.3%+24.8pp | 70.7%+27.4pp |
| Annual return | 12.40% | 625.80%-613.4pp | 1492.73%-1480.3pp | 116.85%-104.4pp |
| Employer contribution / active EE | $15,644 | $2,557+511.8% | $2,960+428.6% | $2,427+544.5% |
| Participant deferral / active EE | $14,323 | $3,303+333.6% | $4,276+234.9% | $4,046+254.0% |
| Admin fee / account holder | $184 | $516-64.2% | $5,949-96.9% | $626-70.6% |