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.2+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $2,930 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,463 | $74,024-60.2% | $77,999-62.2% | $57,658-48.9% |
| Participation rate | 98.8% | 79.7%+19.1pp | 75.5%+23.3pp | 70.2%+28.6pp |
| Annual return | 8.22% | 12.14%-3.9pp | 425.96%-417.7pp | 5.13%+3.1pp |
| Employer contribution / active EE | $2,056 | $2,365-13.1% | $2,470-16.8% | $1,974+4.1% |
| Participant deferral / active EE | $2,017 | $3,533-42.9% | $3,497-42.3% | $3,061-34.1% |
| Admin fee / account holder | $4 | $93-96.1% | $5,480-99.9% | $95-96.1% |