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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $134,398 |
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 | $110,334 | $66,457+66.0% | $81,382+35.6% | $77,643+42.1% |
| Participation rate | 97.6% | 68.7%+28.9pp | 69.5%+28.1pp | 70.6%+27.1pp |
| Annual return | 15.97% | 15.93%0pp | 24.73%-8.8pp | 31.24%-15.3pp |
| Employer contribution / active EE | $3,227 | $2,159+49.5% | $2,463+31.0% | $2,726+18.4% |
| Participant deferral / active EE | $4,375 | $3,679+18.9% | $3,883+12.7% | $4,647-5.9% |
| Admin fee / account holder | $115 | $583-80.3% | $5,768-98.0% | $430-73.3% |