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.5+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $101,776 |
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 | $27,925 | $96,403-71.0% | $93,606-70.2% | $77,787-64.1% |
| Participation rate | 92.0% | 87.6%+4.4pp | 75.8%+16.2pp | 73.2%+18.8pp |
| Annual return | 20.63% | 39.36%-18.7pp | 32.76%-12.1pp | 32.57%-11.9pp |
| Employer contribution / active EE | $1,056 | $3,616-70.8% | $2,718-61.1% | $2,504-57.8% |
| Participant deferral / active EE | $2,482 | $5,341-53.5% | $4,069-39.0% | $3,967-37.4% |
| Admin fee / account holder | $61 | $90-31.5% | $7,888-99.2% | $100-38.8% |