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 | $172,321 |
Employer contribution per participant 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 | $135,053 | $168,477-19.8% | $105,387+28.1% | $77,787+73.6% |
| Participation rate | 82.9% | 91.6%-8.7pp | 82.6%+0.3pp | 73.2%+9.7pp |
| Annual return | 23.41% | 25.62%-2.2pp | 26.82%-3.4pp | 32.57%-9.2pp |
| Employer contribution / active EE | $1,891 | $4,957-61.9% | $4,213-55.1% | $2,504-24.5% |
| Participant deferral / active EE | $5,467 | $8,141-32.8% | $5,502-0.6% | $3,967+37.8% |
| Admin fee / account holder | $166 | $103+61.5% | $6,559-97.5% | $100+65.4% |