Filed February 10, 2026
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.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $246,710 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $112,486 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $259,099 | $160,882+61.0% | $200,582+29.2% | $102,872+151.9% |
| Participation rate | 98.0% | 91.2%+6.8pp | 86.9%+11.1pp | 73.0%+25.0pp |
| Annual return | 17.42% | 18.15%-0.7pp | 42.33%-24.9pp | 19.06%-1.6pp |
| Employer contribution / active EE | $9,499 | $5,602+69.6% | $6,419+48.0% | $3,526+169.4% |
| Participant deferral / active EE | $16,276 | $9,300+75.0% | $9,331+74.4% | $5,535+194.1% |
| Admin fee / account holder | $72 | $125-41.9% | $16,305-99.6% | $292-75.2% |