Filed June 17, 2026 (most recent of 3 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.10+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $353,752 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $218,571 |
Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$18,198 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,035 | $145,906-22.5% | $67,511+67.4% | $106,408+6.2% |
| Participation rate | 100.0% | 67.1%+32.9pp | 72.9%+27.1pp | 69.9%+30.1pp |
| Annual return | 14.05% | 15.10%-1.1pp | 3517.41%-3503.4pp | 17.37%-3.3pp |
| Employer contribution / active EE | $11,268 | $6,028+86.9% | $2,733+312.4% | $3,361+235.2% |
| Participant deferral / active EE | $0 | $5,093-100.0% | $4,000-100.0% | $5,567-100.0% |
| Admin fee / account holder | $16 | $38-59.0% | $3,999-99.6% | $79-80.4% |