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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $179,961 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $47,639 |
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 | $160,329 | $155,364+3.2% | $103,476+54.9% | $77,643+106.5% |
| Participation rate | 90.9% | 85.5%+5.4pp | 80.5%+10.4pp | 70.6%+20.4pp |
| Annual return | 11.99% | 19.02%-7.0pp | 23.90%-11.9pp | 31.24%-19.2pp |
| Employer contribution / active EE | $2,669 | $5,949-55.1% | $4,672-42.9% | $2,726-2.1% |
| Participant deferral / active EE | $7,608 | $8,482-10.3% | $6,623+14.9% | $4,647+63.7% |
| Admin fee / account holder | $202 | $503-59.7% | $9,413-97.9% | $430-53.0% |