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.2+ years Filed as: VANGUARD GROUP INC. Service code 16 · EIN 23-1945930 | Consulting | $50,815 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,394 | $80,177+164.9% | $123,892+71.4% | $57,658+268.4% |
| Participation rate | 99.2% | 74.4%+24.8pp | 81.4%+17.8pp | 70.2%+29.0pp |
| Annual return | 8.76% | 17.90%-9.1pp | 47.52%-38.8pp | 5.13%+3.6pp |
| Employer contribution / active EE | $13,432 | $2,913+361.1% | $4,617+190.9% | $1,974+580.5% |
| Participant deferral / active EE | $10,461 | $5,130+103.9% | $5,984+74.8% | $3,061+241.8% |
| Admin fee / account holder | $35 | $106-67.3% | $8,357-99.6% | $95-63.2% |