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 GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $61,274 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,836 | $138,427+79.8% | $97,995+153.9% | $69,631+257.4% |
| Participation rate | 98.5% | 90.0%+8.5pp | 82.4%+16.2pp | 70.7%+27.8pp |
| Annual return | 15.84% | 26.21%-10.4pp | 23.94%-8.1pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $8,144 | $4,858+67.7% | $4,158+95.9% | $2,032+300.8% |
| Participant deferral / active EE | $10,532 | $7,165+47.0% | $5,097+106.6% | $3,224+226.7% |
| Admin fee / account holder | $92 | $101-9.0% | $5,943-98.5% | $110-16.9% |