Filed August 20, 2026 (most recent of 3 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 GROUP INC. Service code 15 · EIN 23-1945930 P.O.BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $313,140 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP INC. Service code 27 · EIN 04-3831795 227 WEST MONROE STREET · CHICAGO, IL 60606 | Advisory (Plan) | $38,733 |
Service code 10 · EIN 36-2938874 455 N. CITYFRONT PLAZA DR. · CHICAGO, IL 60611 | Accounting | $20,700 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,389 | $70,961+17.5% | $108,579-23.2% | $65,292+27.7% |
| Participation rate | 97.0% | 80.9%+16.1pp | 79.6%+17.4pp | 72.4%+24.6pp |
| Annual return | 13.00% | 10.24%+2.8pp | -51.70%+64.7pp | 11.84%+1.2pp |
| Employer contribution / active EE | $2,103 | $1,833+14.7% | $3,758-44.0% | $2,302-8.6% |
| Participant deferral / active EE | $6,324 | $3,662+72.7% | $4,311+46.7% | $3,579+76.7% |
| Admin fee / account holder | $59 | $43+37.6% | $7,645-99.2% | $57+2.2% |