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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $32,609 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,318 |
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 | $281,429 | $51,197+449.7% | $82,719+240.2% | $66,914+320.6% |
| Participation rate | 98.8% | 67.8%+30.9pp | 72.6%+26.2pp | 69.8%+28.9pp |
| Annual return | -14.61% | -9.64%-5.0pp | 701.18%-715.8pp | 1.58%-16.2pp |
| Employer contribution / active EE | $16,043 | $2,611+514.5% | $3,009+433.2% | $2,544+530.6% |
| Participant deferral / active EE | $15,074 | $3,458+335.9% | $4,395+243.0% | $4,237+255.8% |
| Admin fee / account holder | $175 | $416-57.9% | $5,329-96.7% | $593-70.5% |