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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $131,568 |
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 | $110,042 | $89,178+23.4% | $91,541+20.2% | $102,872+7.0% |
| Participation rate | 97.0% | 79.7%+17.3pp | 69.8%+27.2pp | 73.0%+24.0pp |
| Annual return | 15.69% | 14.52%+1.2pp | 20.50%-4.8pp | 19.06%-3.4pp |
| Employer contribution / active EE | $3,597 | $3,455+4.1% | $2,505+43.6% | $3,526+2.0% |
| Participant deferral / active EE | $4,540 | $4,657-2.5% | $4,008+13.3% | $5,535-18.0% |
| Admin fee / account holder | $105 | $134-21.4% | $6,956-98.5% | $292-63.9% |