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 | $65,206 |
Filed as: FIDELITY INSTMTS INSTTNL OPS LLC Service code 37 · EIN 04-2647786 | Loan Processing | $36,085 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $173 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $39,785 | $112,623-64.7% | $106,213-62.5% | $199,593-80.1% |
| Participation rate | 87.7% | 86.2%+1.4pp | 75.3%+12.4pp | 72.0%+15.7pp |
| Annual return | 12.00% | 15.57%-3.6pp | 116.14%-104.1pp | 34.25%-22.3pp |
| Employer contribution / active EE | $2,443 | $4,575-46.6% | $3,171-23.0% | $3,034-19.5% |
| Participant deferral / active EE | $3,283 | $6,659-50.7% | $5,016-34.6% | $5,087-35.5% |
| Admin fee / account holder | $54 | $107-49.9% | $11,033-99.5% | $269-80.1% |