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 ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $450,545 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $66,969 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $308,865 | $102,872+200.2% | $100,534+207.2% | $102,872+200.2% |
| Participation rate | 91.6% | 73.0%+18.6pp | 80.6%+11.0pp | 73.0%+18.6pp |
| Annual return | 17.96% | 19.06%-1.1pp | 32.66%-14.7pp | 19.06%-1.1pp |
| Employer contribution / active EE | $6,489 | $3,526+84.0% | $4,346+49.3% | $3,526+84.0% |
| Participant deferral / active EE | $13,739 | $5,535+148.2% | $6,144+123.6% | $5,535+148.2% |
| Admin fee / account holder | $236 | $292-19.2% | $7,654-96.9% | $292-19.2% |