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+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $630 |
Participant contribution per participant 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 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 | $18,780 | $81,321-76.9% | $68,509-72.6% | $59,188-68.3% |
| Participation rate | 96.2% | 83.8%+12.3pp | 74.7%+21.4pp | 69.4%+26.7pp |
| Annual return | 0.80% | 4.65%-3.8pp | 8.27%-7.5pp | 5.51%-4.7pp |
| Employer contribution / active EE | $1,017 | $3,297-69.2% | $2,278-55.4% | $2,098-51.5% |
| Participant deferral / active EE | $1,801 | $4,592-60.8% | $3,382-46.7% | $3,265-44.8% |
| Admin fee / account holder | $0 | $62-99.3% | $5,275-100.0% | $92-99.5% |