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+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,630 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,386 | $62,324+173.4% | $68,509+148.7% | $55,191+208.7% |
| Participation rate | 99.7% | 78.9%+20.8pp | 74.7%+24.9pp | 69.2%+30.5pp |
| Annual return | 1.37% | 4.26%-2.9pp | 8.27%-6.9pp | 10.78%-9.4pp |
| Employer contribution / active EE | $9,217 | $2,223+314.7% | $2,278+304.6% | $1,899+385.4% |
| Participant deferral / active EE | $5,924 | $3,425+72.9% | $3,382+75.1% | $3,046+94.4% |
| Admin fee / account holder | $6 | $91-93.9% | $5,275-99.9% | $91-93.9% |