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 ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $47,325 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,451 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 | Other Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $448,227 | $142,424+214.7% | $100,534+345.8% | $74,304+503.2% |
| Participation rate | 94.5% | 79.6%+14.9pp | 80.6%+13.9pp | 60.3%+34.1pp |
| Annual return | 15.77% | 27.53%-11.8pp | 32.66%-16.9pp | 29.43%-13.7pp |
| Employer contribution / active EE | $9,688 | $5,555+74.4% | $4,346+122.9% | $2,241+332.3% |
| Participant deferral / active EE | $13,011 | $8,247+57.8% | $6,144+111.8% | $3,767+245.4% |
| Admin fee / account holder | $128 | $1,986-93.5% | $7,654-98.3% | $2,969-95.7% |