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 GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $405,334 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,871 | $168,477+34.1% | $105,387+114.3% | $77,787+190.4% |
| Participation rate | 82.7% | 91.6%-8.9pp | 82.6%+0.2pp | 73.2%+9.5pp |
| Annual return | 22.24% | 25.62%-3.4pp | 26.82%-4.6pp | 32.57%-10.3pp |
| Employer contribution / active EE | $4,382 | $4,957-11.6% | $4,213+4.0% | $2,504+75.0% |
| Participant deferral / active EE | $9,132 | $8,141+12.2% | $5,502+66.0% | $3,967+130.2% |
| Admin fee / account holder | $178 | $103+74.1% | $6,559-97.3% | $100+78.4% |