Filed August 25, 2026
Total covered: 555 employees
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.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,306,698 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $454,398 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 · EIN 94-1737782 | Other Fees | $6,149 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,435 | $117,739+118.6% | $100,534+156.1% | $117,739+118.6% |
| Participation rate | 94.9% | 76.6%+18.3pp | 80.6%+14.3pp | 76.6%+18.3pp |
| Annual return | 17.35% | 17.29%+0.1pp | 32.66%-15.3pp | 17.29%+0.1pp |
| Employer contribution / active EE | $3,828 | $3,746+2.2% | $4,346-11.9% | $3,746+2.2% |
| Participant deferral / active EE | $12,082 | $6,128+97.2% | $6,144+96.7% | $6,128+97.2% |
| Admin fee / account holder | $128 | $112+14.0% | $7,654-98.3% | $112+14.0% |