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.4+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $354,880 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,801 | $144,389+35.6% | $90,782+115.7% | $75,289+160.1% |
| Participation rate | 80.6% | 92.2%-11.6pp | 82.7%-2.1pp | 72.4%+8.2pp |
| Annual return | -2.35% | 0.91%-3.3pp | -3.42%+1.1pp | -0.04%-2.3pp |
| Employer contribution / active EE | $4,091 | $4,529-9.7% | $4,105-0.3% | $2,405+70.1% |
| Participant deferral / active EE | $8,417 | $7,882+6.8% | $5,366+56.9% | $3,739+125.1% |
| Admin fee / account holder | $157 | $102+53.7% | $5,908-97.3% | $102+53.8% |