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 GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $53,515 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,590 | $122,709+70.8% | $88,497+136.8% | $57,658+263.5% |
| Participation rate | 97.5% | 89.9%+7.6pp | 82.4%+15.1pp | 70.2%+27.3pp |
| Annual return | 9.06% | 10.63%-1.6pp | 7.63%+1.4pp | 5.13%+3.9pp |
| Employer contribution / active EE | $7,961 | $4,531+75.7% | $4,036+97.2% | $1,974+303.4% |
| Participant deferral / active EE | $10,327 | $6,704+54.0% | $4,899+110.8% | $3,061+237.4% |
| Admin fee / account holder | $78 | $93-16.3% | $6,220-98.8% | $95-18.0% |