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 ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $137,818 |
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD GROUP INC. Service code 16 · EIN 23-1945930 | Consulting | $9,925 |
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 | $291,788 | $107,459+171.5% | $135,903+114.7% | $80,160+264.0% |
| Participation rate | 98.0% | 78.0%+20.0pp | 81.9%+16.1pp | 72.9%+25.1pp |
| Annual return | 18.74% | 91.91%-73.2pp | 68.23%-49.5pp | 40.38%-21.6pp |
| Employer contribution / active EE | $15,166 | $3,877+291.2% | $4,856+212.3% | $2,978+409.3% |
| Participant deferral / active EE | $12,702 | $8,195+55.0% | $7,758+63.7% | $5,017+153.2% |
| Admin fee / account holder | $79 | $127-37.7% | $10,762-99.3% | $145-45.5% |