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 ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,233,278 |
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $518,322 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,993 | $103,482+108.7% | $112,887+91.3% | $103,482+108.7% |
| Participation rate | 95.6% | 73.3%+22.3pp | 80.5%+15.1pp | 73.3%+22.3pp |
| Annual return | 14.45% | 33.11%-18.7pp | 34.10%-19.6pp | 33.11%-18.7pp |
| Employer contribution / active EE | $3,755 | $3,208+17.1% | $4,563-17.7% | $3,208+17.1% |
| Participant deferral / active EE | $11,970 | $5,207+129.9% | $6,513+83.8% | $5,207+129.9% |
| Admin fee / account holder | $128 | $114+12.4% | $7,047-98.2% | $114+12.4% |