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 ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $179,438 |
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $94,346 |
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 | $332,677 | $122,186+172.3% | $146,958+126.4% | $199,593+66.7% |
| Participation rate | 98.0% | 78.3%+19.8pp | 82.2%+15.9pp | 72.0%+26.1pp |
| Annual return | 14.87% | 30.56%-15.7pp | 418.34%-403.5pp | 34.25%-19.4pp |
| Employer contribution / active EE | $16,161 | $4,093+294.9% | $4,933+227.6% | $3,034+432.6% |
| Participant deferral / active EE | $13,371 | $8,502+57.3% | $8,070+65.7% | $5,087+162.9% |
| Admin fee / account holder | $149 | $179-16.6% | $12,998-98.9% | $269-44.5% |