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.3+ years Filed as: VANGUARD GROUP INC. Service code 16 · EIN 23-1945930 | Consulting | $59,961 |
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 | $236,592 | $155,795+51.9% | $136,294+73.6% | $69,631+239.8% |
| Participation rate | 99.4% | 75.2%+24.1pp | 81.9%+17.4pp | 70.7%+28.7pp |
| Annual return | 17.09% | 232464.33%-232447.2pp | 5155.94%-5138.8pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $13,335 | $2,991+345.9% | $4,695+184.0% | $2,032+556.2% |
| Participant deferral / active EE | $10,369 | $5,394+92.2% | $6,247+66.0% | $3,224+221.6% |
| Admin fee / account holder | $39 | $128-69.7% | $9,243-99.6% | $110-64.8% |