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.3+ years Filed as: THE VANGUARD GROUP Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,519 | $52,149+54.4% | $122,332-34.2% | $77,958+3.3% |
| Participation rate | 98.0% | 58.6%+39.4pp | 71.6%+26.3pp | 71.6%+26.3pp |
| Annual return | 19.17% | 17.75%+1.4pp | 30.27%-11.1pp | 20.87%-1.7pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $4,050-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $5,518 | $2,114+161.0% | $3,287+67.9% | $3,537+56.0% |
| Admin fee / account holder | $19 | $93-79.5% | $5,478-99.7% | $97-80.4% |