Filed July 13, 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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $12,682 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,012 | $137,414+19.4% | $189,513-13.5% | $85,850+91.0% |
| Participation rate | 93.8% | 84.6%+9.1pp | 87.8%+5.9pp | 69.3%+24.4pp |
| Annual return | 17.10% | 38.14%-21.0pp | 555.15%-538.1pp | 318.53%-301.4pp |
| Employer contribution / active EE | $14,558 | $4,344+235.1% | $6,162+136.3% | $2,565+467.5% |
| Participant deferral / active EE | $6,285 | $6,260+0.4% | $8,221-23.5% | $3,952+59.1% |
| Admin fee / account holder | $114 | $8,630-98.7% | $12,045-99.1% | $6,260-98.2% |