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.2+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,286,342 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,323 | $65,292+188.4% | $88,497+112.8% | $65,292+188.4% |
| Participation rate | 92.4% | 72.4%+20.0pp | 82.4%+10.0pp | 72.4%+20.0pp |
| Annual return | 10.89% | 11.84%-1.0pp | 7.63%+3.3pp | 11.84%-1.0pp |
| Employer contribution / active EE | $2,617 | $2,302+13.7% | $4,036-35.2% | $2,302+13.7% |
| Participant deferral / active EE | $8,657 | $3,579+141.9% | $4,899+76.7% | $3,579+141.9% |
| Admin fee / account holder | $119 | $57+106.9% | $6,220-98.1% | $57+106.9% |