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.3+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $670 |
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.
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 | $23,279 | $90,410-74.3% | $91,001-74.4% | $77,958-70.1% |
| Participation rate | 96.4% | 86.4%+10.0pp | 75.6%+20.8pp | 71.6%+24.7pp |
| Annual return | 16.88% | 21.34%-4.5pp | 4.60%+12.3pp | 20.87%-4.0pp |
| Employer contribution / active EE | $1,053 | $3,392-68.9% | $2,456-57.1% | $2,310-54.4% |
| Participant deferral / active EE | $2,180 | $4,816-54.7% | $3,547-38.5% | $3,537-38.3% |
| Admin fee / account holder | $0 | $79-99.5% | $5,417-100.0% | $97-99.6% |