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 GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $334,755 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,773 | $159,202+54.4% | $97,995+150.8% | $77,958+215.3% |
| Participation rate | 76.7% | 91.5%-14.8pp | 82.4%-5.7pp | 71.6%+5.0pp |
| Annual return | 17.11% | 28.47%-11.4pp | 23.94%-6.8pp | 20.87%-3.8pp |
| Employer contribution / active EE | $4,283 | $4,224+1.4% | $4,158+3.0% | $2,310+85.4% |
| Participant deferral / active EE | $8,922 | $7,461+19.6% | $5,097+75.1% | $3,537+152.3% |
| Admin fee / account holder | $172 | $83+107.8% | $5,943-97.1% | $97+76.5% |