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 | $650 |
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 | $20,008 | $82,279-75.7% | $77,999-74.3% | $63,975-68.7% |
| Participation rate | 98.9% | 84.7%+14.3pp | 75.5%+23.4pp | 71.1%+27.8pp |
| Annual return | 7.81% | 11.20%-3.4pp | 425.96%-418.2pp | 48.65%-40.8pp |
| Employer contribution / active EE | $1,071 | $3,297-67.5% | $2,470-56.6% | $2,182-50.9% |
| Participant deferral / active EE | $2,099 | $4,538-53.7% | $3,497-40.0% | $3,356-37.5% |
| Admin fee / account holder | $0 | $81-99.5% | $5,480-100.0% | $70-99.4% |