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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $158,065 |
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $52,964 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,730 | $172,932-4.7% | $119,258+38.1% | $86,799+89.8% |
| Participation rate | 85.3% | 89.4%-4.2pp | 82.7%+2.5pp | 72.3%+13.0pp |
| Annual return | 11.60% | 20.96%-9.4pp | 30.69%-19.1pp | 97.91%-86.3pp |
| Employer contribution / active EE | $2,196 | $5,487-60.0% | $4,384-49.9% | $2,405-8.7% |
| Participant deferral / active EE | $6,441 | $8,466-23.9% | $6,111+5.4% | $4,131+55.9% |
| Admin fee / account holder | $206 | $150+37.4% | $7,226-97.1% | $170+21.8% |