Filed August 6, 2025 (most recent of 2 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.2 years Filed as: VANGUARD ADVISERS INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $89,113 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP INC Service code 16 · EIN 23-1945930 | Consulting | $18,888 |
THE VANGUARD GROUP, INC.11+ years Filed as: THE VANGUARD GROUP Service code 52 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,492 | $84,030+79.1% | $126,539+18.9% | $102,872+46.3% |
| Participation rate | 97.8% | 58.3%+39.6pp | 69.8%+28.0pp | 73.0%+24.8pp |
| Annual return | 16.78% | 17.79%-1.0pp | 425.95%-409.2pp | 19.06%-2.3pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $3,674-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $10,059 | $3,749+168.3% | $4,083+146.4% | $5,535+81.7% |
| Admin fee / account holder | $52 | $299-82.8% | $6,065-99.2% | $292-82.4% |