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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,201 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $18,418 |
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 | $315,484 | $58,264+441.5% | $86,612+264.2% | $71,457+341.5% |
| Participation rate | 97.6% | 65.0%+32.6pp | 71.7%+25.9pp | 67.9%+29.7pp |
| Annual return | 15.40% | 21.63%-6.2pp | 591.07%-575.7pp | 28.85%-13.4pp |
| Employer contribution / active EE | $17,155 | $2,574+566.5% | $3,022+467.6% | $2,588+563.0% |
| Participant deferral / active EE | $15,553 | $3,436+352.6% | $4,438+250.5% | $4,289+262.6% |
| Admin fee / account holder | $126 | $1,057-88.1% | $5,614-97.8% | $1,587-92.1% |