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.4+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,383,860 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,506 | $68,904+186.6% | $90,782+117.6% | $68,904+186.6% |
| Participation rate | 92.3% | 74.1%+18.2pp | 82.7%+9.6pp | 74.1%+18.2pp |
| Annual return | -2.40% | 1.07%-3.5pp | -3.42%+1.0pp | 1.07%-3.5pp |
| Employer contribution / active EE | $2,833 | $2,540+11.5% | $4,105-31.0% | $2,540+11.5% |
| Participant deferral / active EE | $9,285 | $4,015+131.2% | $5,366+73.0% | $4,015+131.2% |
| Admin fee / account holder | $119 | $71+67.1% | $5,908-98.0% | $71+67.1% |