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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,636 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 P.O. BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $3,175 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $509 |
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 | $172,536 | $138,347+24.7% | $184,203-6.3% | $80,856+113.4% |
| Participation rate | 91.3% | 83.9%+7.4pp | 86.8%+4.5pp | 67.6%+23.7pp |
| Annual return | 13.99% | 20.02%-6.0pp | 28.81%-14.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $4,846 | $4,850-0.1% | $6,427-24.6% | $2,755+75.9% |
| Participant deferral / active EE | $6,727 | $7,071-4.9% | $9,131-26.3% | $4,296+56.6% |
| Admin fee / account holder | $99 | $10,483-99.1% | $13,901-99.3% | $6,918-98.6% |