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 | $25,837 |
Filed as: FIDELITY INSTMTS INSTITUTIONAL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $14,649 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $404 |
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 | $71,033 | $92,055-22.8% | $106,213-33.1% | $77,643-8.5% |
| Participation rate | 84.0% | 81.0%+3.0pp | 75.3%+8.8pp | 70.6%+13.5pp |
| Annual return | 12.13% | 17.91%-5.8pp | 116.14%-104.0pp | 31.24%-19.1pp |
| Employer contribution / active EE | $4,932 | $3,367+46.5% | $3,171+55.5% | $2,726+80.9% |
| Participant deferral / active EE | $3,609 | $5,386-33.0% | $5,016-28.0% | $4,647-22.3% |
| Admin fee / account holder | $52 | $219-76.4% | $11,033-99.5% | $430-88.0% |