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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $268,912 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $129,731 | $110,699+17.2% | $177,821-27.0% | $90,288+43.7% |
| Participation rate | 98.9% | 88.3%+10.6pp | 87.7%+11.2pp | 73.4%+25.6pp |
| Annual return | 19.93% | 22.79%-2.9pp | 48.32%-28.4pp | 53.97%-34.0pp |
| Employer contribution / active EE | $9,060 | $4,118+120.0% | $5,918+53.1% | $2,524+258.9% |
| Participant deferral / active EE | $14,825 | $6,731+120.2% | $7,714+92.2% | $4,232+250.3% |
| Admin fee / account holder | $53 | $90-40.6% | $12,427-99.6% | $114-53.1% |