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.9+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $62,634 |
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 | $220,475 | $84,784+160.0% | $98,439+124.0% | $74,419+196.3% |
| Participation rate | 94.8% | 81.5%+13.2pp | 75.2%+19.6pp | 70.7%+24.0pp |
| Annual return | 17.86% | 20.59%-2.7pp | 21.16%-3.3pp | 34.38%-16.5pp |
| Employer contribution / active EE | $13,761 | $3,364+309.0% | $3,048+351.5% | $2,637+421.7% |
| Participant deferral / active EE | $8,409 | $5,218+61.2% | $4,738+77.5% | $4,528+85.7% |
| Admin fee / account holder | $60 | $204-70.6% | $8,948-99.3% | $348-82.7% |