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 ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $49,178 |
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $21,919 |
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 | $345,741 | $101,955+239.1% | $112,887+206.3% | $71,457+383.8% |
| Participation rate | 95.1% | 82.1%+13.0pp | 80.5%+14.6pp | 67.9%+27.2pp |
| Annual return | 15.33% | 28.92%-13.6pp | 34.10%-18.8pp | 28.85%-13.5pp |
| Employer contribution / active EE | $9,294 | $4,743+95.9% | $4,563+103.7% | $2,588+259.2% |
| Participant deferral / active EE | $12,207 | $6,771+80.3% | $6,513+87.4% | $4,289+184.6% |
| Admin fee / account holder | $133 | $1,395-90.5% | $7,047-98.1% | $1,587-91.6% |