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 GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $62,446 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,949 | $120,075+103.2% | $90,782+168.7% | $55,725+337.8% |
| Participation rate | 98.1% | 88.0%+10.1pp | 82.7%+15.5pp | 70.9%+27.3pp |
| Annual return | -4.80% | -3.47%-1.3pp | -3.42%-1.4pp | 244.93%-249.7pp |
| Employer contribution / active EE | $8,053 | $4,693+71.6% | $4,105+96.2% | $2,078+287.5% |
| Participant deferral / active EE | $11,123 | $6,826+63.0% | $5,366+107.3% | $3,356+231.5% |
| Admin fee / account holder | $98 | $111-11.9% | $5,908-98.3% | $115-14.8% |