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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $87,360 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,976 | $89,274+1.9% | $149,718-39.2% | $77,958+16.7% |
| Participation rate | 99.2% | 87.6%+11.5pp | 87.1%+12.1pp | 71.6%+27.5pp |
| Annual return | 22.98% | 20.36%+2.6pp | 1501.63%-1478.7pp | 20.87%+2.1pp |
| Employer contribution / active EE | $7,373 | $3,727+97.8% | $5,445+35.4% | $2,310+219.1% |
| Participant deferral / active EE | $12,060 | $5,382+124.1% | $6,569+83.6% | $3,537+241.0% |
| Admin fee / account holder | $18 | $240-92.4% | $11,283-99.8% | $97-81.2% |