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.8+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $56,957 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,615 | $81,908+138.8% | $90,749+115.6% | $64,808+201.8% |
| Participation rate | 95.4% | 80.5%+14.9pp | 75.7%+19.7pp | 71.5%+23.9pp |
| Annual return | -14.28% | -12.53%-1.7pp | -12.16%-2.1pp | 32.82%-47.1pp |
| Employer contribution / active EE | $11,220 | $3,065+266.1% | $2,921+284.1% | $2,506+347.7% |
| Participant deferral / active EE | $7,752 | $4,840+60.2% | $4,564+69.8% | $4,310+79.8% |
| Admin fee / account holder | $58 | $157-63.3% | $8,445-99.3% | $188-69.3% |