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.9+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $333,431 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $247,318 |
Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$25,016 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,142 | $133,493-22.0% | $64,056+62.6% | $96,393+8.0% |
| Participation rate | 100.0% | 69.3%+30.7pp | 72.3%+27.7pp | 71.3%+28.7pp |
| Annual return | 16.92% | 17.06%-0.1pp | 33.69%-16.8pp | 22.88%-6.0pp |
| Employer contribution / active EE | $11,441 | $6,233+83.6% | $2,747+316.6% | $3,238+253.3% |
| Participant deferral / active EE | $0 | $5,097-100.0% | $3,880-100.0% | $5,455-100.0% |
| Admin fee / account holder | $15 | $34-57.1% | $3,068-99.5% | $74-80.1% |