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.7+ years Filed as: VANGUARD GROUP INC. Service code 16 · EIN 23-1945930 | Consulting | $118,415 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $329,620 | $120,450+173.7% | $159,436+106.7% | $93,030+254.3% |
| Participation rate | 98.2% | 78.0%+20.2pp | 82.8%+15.4pp | 73.9%+24.3pp |
| Annual return | 14.07% | 27.11%-13.0pp | 263.57%-249.5pp | 158.70%-144.6pp |
| Employer contribution / active EE | $14,169 | $3,526+301.9% | $4,829+193.4% | $2,706+423.7% |
| Participant deferral / active EE | $11,577 | $7,283+58.9% | $7,352+57.5% | $4,562+153.7% |
| Admin fee / account holder | $72 | $137-47.2% | $10,799-99.3% | $152-52.4% |