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.4+ years Filed as: VANGUARD GROUP INC. Service code 37 · EIN 23-1945930 | Loan Processing | $650 |
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 | $186,750 | $65,223+186.3% | $80,019+133.4% | $55,725+235.1% |
| Participation rate | 97.0% | 80.6%+16.4pp | 75.8%+21.2pp | 70.9%+26.1pp |
| Annual return | -3.69% | 7.59%-11.3pp | 11.22%-14.9pp | 244.93%-248.6pp |
| Employer contribution / active EE | $11,018 | $2,544+333.1% | $2,468+346.5% | $2,078+430.2% |
| Participant deferral / active EE | $7,022 | $3,881+80.9% | $3,686+90.5% | $3,356+109.3% |
| Admin fee / account holder | $5 | $114-95.3% | $6,521-99.9% | $115-95.4% |