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.6+ years Filed as: VANGUARD GROUP INC. Service code 37 · EIN 23-1945930 | Loan Processing | $53,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,072 | $85,135+177.3% | $98,907+138.7% | $73,409+221.6% |
| Participation rate | 95.8% | 81.1%+14.7pp | 76.0%+19.8pp | 72.2%+23.7pp |
| Annual return | 13.29% | 19.14%-5.9pp | 196.43%-183.1pp | 59.29%-46.0pp |
| Employer contribution / active EE | $12,094 | $2,721+344.5% | $2,689+349.8% | $2,234+441.4% |
| Participant deferral / active EE | $7,875 | $4,349+81.1% | $4,244+85.6% | $3,805+107.0% |
| Admin fee / account holder | $60 | $139-56.6% | $6,642-99.1% | $158-61.7% |