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.7+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $54,324 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,995 | $93,131+180.2% | $106,548+145.0% | $86,799+200.7% |
| Participation rate | 99.2% | 81.4%+17.8pp | 76.1%+23.1pp | 72.3%+27.0pp |
| Annual return | 13.82% | 19.45%-5.6pp | 26.80%-13.0pp | 97.91%-84.1pp |
| Employer contribution / active EE | $13,097 | $2,895+352.3% | $2,819+364.6% | $2,405+444.5% |
| Participant deferral / active EE | $8,436 | $4,708+79.2% | $4,398+91.8% | $4,131+104.2% |
| Admin fee / account holder | $61 | $145-58.3% | $7,407-99.2% | $170-64.3% |