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 ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,194,807 |
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $502,936 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,369 | $78,044+158.0% | $93,789+114.7% | $78,044+158.0% |
| Participation rate | 96.9% | 74.4%+22.4pp | 81.0%+15.9pp | 74.4%+22.4pp |
| Annual return | -11.80% | 10.87%-22.7pp | -11.33%-0.5pp | 10.87%-22.7pp |
| Employer contribution / active EE | $3,296 | $3,125+5.5% | $4,323-23.7% | $3,125+5.5% |
| Participant deferral / active EE | $10,518 | $5,084+106.9% | $6,094+72.6% | $5,084+106.9% |
| Admin fee / account holder | $126 | $79+59.8% | $7,195-98.2% | $79+59.8% |