Filed August 6, 2026 (most recent of 2 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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $194,863 |
THE VANGUARD GROUP, INC.11+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $98,158 |
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 | $388,206 | $145,877+166.1% | $150,045+158.7% | $102,872+277.4% |
| Participation rate | 96.6% | 79.8%+16.7pp | 82.3%+14.2pp | 73.0%+23.5pp |
| Annual return | 17.43% | 21.37%-3.9pp | 62.55%-45.1pp | 19.06%-1.6pp |
| Employer contribution / active EE | $17,064 | $4,710+262.3% | $4,693+263.6% | $3,526+383.9% |
| Participant deferral / active EE | $14,370 | $9,491+51.4% | $7,997+79.7% | $5,535+159.6% |
| Admin fee / account holder | $165 | $176-6.2% | $13,435-98.8% | $292-43.5% |