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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,430 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $21,936 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $345,309 | $56,317+513.1% | $71,209+384.9% | $74,304+364.7% |
| Participation rate | 96.9% | 55.1%+41.8pp | 73.8%+23.2pp | 60.3%+36.6pp |
| Annual return | 15.87% | 42.83%-27.0pp | 282.51%-266.6pp | 29.43%-13.6pp |
| Employer contribution / active EE | $20,237 | $2,160+836.9% | $2,721+643.7% | $2,241+803.0% |
| Participant deferral / active EE | $17,814 | $2,788+539.0% | $4,175+326.7% | $3,767+372.9% |
| Admin fee / account holder | $147 | $2,290-93.6% | $5,349-97.3% | $2,969-95.1% |