Filed January 5, 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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $53,816 |
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 | $133,711 | $66,528+101.0% | $86,874+53.9% | $86,799+54.0% |
| Participation rate | 99.1% | 72.4%+26.8pp | 71.6%+27.5pp | 72.3%+26.8pp |
| Annual return | 16.35% | 19.56%-3.2pp | 63.52%-47.2pp | 97.91%-81.6pp |
| Employer contribution / active EE | $3,026 | $2,007+50.8% | $2,495+21.3% | $2,405+25.8% |
| Participant deferral / active EE | $4,220 | $3,240+30.3% | $3,699+14.1% | $4,131+2.2% |
| Admin fee / account holder | $55 | $148-63.0% | $5,828-99.1% | $170-67.7% |