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.6+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $100,682 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,253 | $105,190-68.4% | $98,907-66.4% | $90,288-63.2% |
| Participation rate | 89.3% | 86.4%+3.0pp | 76.0%+13.3pp | 73.4%+16.0pp |
| Annual return | 13.20% | 18.52%-5.3pp | 196.43%-183.2pp | 53.97%-40.8pp |
| Employer contribution / active EE | $1,086 | $3,831-71.6% | $2,689-59.6% | $2,524-57.0% |
| Participant deferral / active EE | $2,637 | $5,616-53.1% | $4,244-37.9% | $4,232-37.7% |
| Admin fee / account holder | $62 | $97-36.4% | $6,642-99.1% | $114-45.7% |