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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $146,654 |
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $49,076 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,444 | $130,655+6.0% | $93,789+47.6% | $64,808+113.6% |
| Participation rate | 85.8% | 84.9%+0.9pp | 81.0%+4.8pp | 71.5%+14.3pp |
| Annual return | -12.46% | -14.04%+1.6pp | -11.33%-1.1pp | 32.82%-45.3pp |
| Employer contribution / active EE | $2,183 | $5,594-61.0% | $4,323-49.5% | $2,506-12.9% |
| Participant deferral / active EE | $6,226 | $8,067-22.8% | $6,094+2.2% | $4,310+44.4% |
| Admin fee / account holder | $181 | $140+29.3% | $7,195-97.5% | $188-3.4% |