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.2+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $3,090 |
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 | $178,359 | $74,024+140.9% | $77,999+128.7% | $57,658+209.3% |
| Participation rate | 98.8% | 79.7%+19.1pp | 75.5%+23.3pp | 70.2%+28.6pp |
| Annual return | 8.45% | 12.14%-3.7pp | 425.96%-417.5pp | 5.13%+3.3pp |
| Employer contribution / active EE | $9,702 | $2,365+310.2% | $2,470+292.8% | $1,974+391.5% |
| Participant deferral / active EE | $6,388 | $3,533+80.8% | $3,497+82.7% | $3,061+108.7% |
| Admin fee / account holder | $16 | $93-82.6% | $5,480-99.7% | $95-82.9% |