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) | $174,826 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $43,390 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,472 | $197,941-3.8% | $100,534+89.5% | $85,563+122.6% |
| Participation rate | 91.3% | 83.8%+7.5pp | 80.6%+10.7pp | 66.0%+25.3pp |
| Annual return | 17.65% | 21.00%-3.3pp | 32.66%-15.0pp | 31.51%-13.9pp |
| Employer contribution / active EE | $2,872 | $7,157-59.9% | $4,346-33.9% | $2,654+8.2% |
| Participant deferral / active EE | $8,181 | $9,061-9.7% | $6,144+33.2% | $4,375+87.0% |
| Admin fee / account holder | $196 | $1,158-83.0% | $7,654-97.4% | $834-76.4% |