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 GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,503,953 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,325 | $82,204+179.0% | $105,387+117.6% | $82,204+179.0% |
| Participation rate | 92.6% | 73.4%+19.2pp | 82.6%+10.0pp | 73.4%+19.2pp |
| Annual return | 23.71% | 26.31%-2.6pp | 26.82%-3.1pp | 26.31%-2.6pp |
| Employer contribution / active EE | $2,892 | $2,707+6.8% | $4,213-31.4% | $2,707+6.8% |
| Participant deferral / active EE | $9,456 | $4,246+122.7% | $5,502+71.9% | $4,246+122.7% |
| Admin fee / account holder | $126 | $76+67.2% | $6,559-98.1% | $76+67.2% |