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.3+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,426,451 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,589 | $177,276+21.0% | $97,995+119.0% | $177,276+21.0% |
| Participation rate | 92.6% | 74.8%+17.8pp | 82.4%+10.2pp | 74.8%+17.8pp |
| Annual return | 18.43% | 21.25%-2.8pp | 23.94%-5.5pp | 21.25%-2.8pp |
| Employer contribution / active EE | $2,755 | $2,479+11.1% | $4,158-33.7% | $2,479+11.1% |
| Participant deferral / active EE | $9,035 | $3,881+132.8% | $5,097+77.3% | $3,881+132.8% |
| Admin fee / account holder | $125 | $154-19.1% | $5,943-97.9% | $154-19.1% |