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) | $84,667 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP INC Service code 16 · EIN 23-1945930 | Consulting | $7,650 |
THE VANGUARD GROUP, INC.11+ years Filed as: THE VANGUARD GROUP Service code 52 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,413 | $84,030+39.7% | $126,539-7.2% | $102,872+14.1% |
| Participation rate | 98.7% | 58.3%+40.4pp | 69.8%+28.9pp | 73.0%+25.7pp |
| Annual return | 17.49% | 17.79%-0.3pp | 425.95%-408.5pp | 19.06%-1.6pp |
| Employer contribution / active EE | $10,672 | $3,287+224.6% | $3,674+190.5% | $3,526+202.6% |
| Participant deferral / active EE | $0 | $3,749-100.0% | $4,083-100.0% | $5,535-100.0% |
| Admin fee / account holder | $44 | $299-85.4% | $6,065-99.3% | $292-85.1% |