Filed August 25, 2026 (most recent of 5 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 Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $57,532 |
Filed as: FIDELITY INSTMNTS INSTTTNL OPS LLC Service code 37 · EIN 04-2647786 | Loan Processing | $15,964 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,740 |
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 | $240,469 | $92,055+161.2% | $106,213+126.4% | $77,643+209.7% |
| Participation rate | 94.7% | 81.0%+13.7pp | 75.3%+19.5pp | 70.6%+24.2pp |
| Annual return | 13.53% | 17.91%-4.4pp | 116.14%-102.6pp | 31.24%-17.7pp |
| Employer contribution / active EE | $14,123 | $3,367+319.5% | $3,171+345.3% | $2,726+418.1% |
| Participant deferral / active EE | $8,902 | $5,386+65.3% | $5,016+77.5% | $4,647+91.6% |
| Admin fee / account holder | $72 | $219-67.2% | $11,033-99.3% | $430-83.3% |