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.1 year Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $520 |
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 | $52,921 | $65,223-18.9% | $80,019-33.9% | $55,725-5.0% |
| Participation rate | 93.5% | 80.6%+12.9pp | 75.8%+17.6pp | 70.9%+22.6pp |
| Annual return | -4.41% | 7.59%-12.0pp | 11.22%-15.6pp | 244.93%-249.3pp |
| Employer contribution / active EE | $3,056 | $2,544+20.1% | $2,468+23.8% | $2,078+47.0% |
| Participant deferral / active EE | $3,323 | $3,881-14.4% | $3,686-9.8% | $3,356-1.0% |
| Admin fee / account holder | $1 | $114-99.2% | $6,521-100.0% | $115-99.2% |