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.9+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $117,126 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,402 | $104,631-67.1% | $98,439-65.1% | $80,160-57.1% |
| Participation rate | 87.9% | 87.5%+0.3pp | 75.2%+12.7pp | 72.9%+14.9pp |
| Annual return | 16.15% | 34.72%-18.6pp | 21.16%-5.0pp | 40.38%-24.2pp |
| Employer contribution / active EE | $1,991 | $4,517-55.9% | $3,048-34.7% | $2,978-33.1% |
| Participant deferral / active EE | $2,950 | $6,545-54.9% | $4,738-37.7% | $5,017-41.2% |
| Admin fee / account holder | $60 | $105-42.7% | $8,948-99.3% | $145-58.6% |