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 GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $66,992 |
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 | $299,739 | $174,559+71.7% | $105,387+184.4% | $67,579+343.5% |
| Participation rate | 98.0% | 88.2%+9.8pp | 82.6%+15.4pp | 71.3%+26.7pp |
| Annual return | 21.51% | 23.63%-2.1pp | 26.82%-5.3pp | 378.56%-357.0pp |
| Employer contribution / active EE | $7,911 | $4,874+62.3% | $4,213+87.8% | $2,148+268.3% |
| Participant deferral / active EE | $11,092 | $7,563+46.7% | $5,502+101.6% | $3,539+213.4% |
| Admin fee / account holder | $111 | $270-58.8% | $6,559-98.3% | $142-21.8% |