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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,081 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 P.O. BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $1,012 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,105 | $125,758+17.8% | $169,993-12.9% | $75,163+97.0% |
| Participation rate | 92.6% | 83.6%+9.0pp | 87.0%+5.6pp | 67.2%+25.4pp |
| Annual return | 18.87% | 27.20%-8.3pp | 53.37%-34.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $4,843 | $4,615+4.9% | $6,785-28.6% | $2,670+81.4% |
| Participant deferral / active EE | $6,334 | $6,837-7.4% | $10,408-39.1% | $4,125+53.5% |
| Admin fee / account holder | $87 | $8,173-98.9% | $12,815-99.3% | $5,651-98.5% |