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) | $155,746 |
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $46,288 |
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 | $148,136 | $331,159-55.3% | $112,887+31.2% | $74,419+99.1% |
| Participation rate | 86.8% | 81.4%+5.4pp | 80.5%+6.3pp | 70.7%+16.1pp |
| Annual return | 10.63% | 21.62%-11.0pp | 34.10%-23.5pp | 34.38%-23.7pp |
| Employer contribution / active EE | $2,381 | $5,469-56.5% | $4,563-47.8% | $2,637-9.7% |
| Participant deferral / active EE | $6,716 | $8,097-17.1% | $6,513+3.1% | $4,528+48.3% |
| Admin fee / account holder | $188 | $281-33.1% | $7,047-97.3% | $348-46.0% |