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) | $416,737 |
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $84,878 |
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 | $233,271 | $167,950+38.9% | $112,887+106.6% | $80,160+191.0% |
| Participation rate | 91.7% | 94.5%-2.8pp | 80.5%+11.2pp | 72.9%+18.8pp |
| Annual return | 13.67% | 18.78%-5.1pp | 34.10%-20.4pp | 40.38%-26.7pp |
| Employer contribution / active EE | $5,754 | $6,272-8.3% | $4,563+26.1% | $2,978+93.2% |
| Participant deferral / active EE | $12,161 | $9,857+23.4% | $6,513+86.7% | $5,017+142.4% |
| Admin fee / account holder | $218 | $104+109.9% | $7,047-96.9% | $145+50.1% |