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.6+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $76,408 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $335,173 | $160,088+109.4% | $112,977+196.7% | $73,409+356.6% |
| Participation rate | 95.7% | 90.7%+4.9pp | 82.6%+13.1pp | 72.2%+23.5pp |
| Annual return | 12.28% | 17.93%-5.6pp | 24.24%-12.0pp | 59.29%-47.0pp |
| Employer contribution / active EE | $7,981 | $5,200+53.5% | $4,255+87.6% | $2,234+257.3% |
| Participant deferral / active EE | $11,101 | $8,024+38.3% | $5,836+90.2% | $3,805+191.7% |
| Admin fee / account holder | $132 | $133-0.4% | $6,294-97.9% | $158-16.3% |