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 ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $52,785 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $19,746 |
Service code 99 | Other Fees | $0 |
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 | $382,343 | $113,016+238.3% | $103,476+269.5% | $74,495+413.2% |
| Participation rate | 94.2% | 80.8%+13.4pp | 80.5%+13.7pp | 67.2%+27.0pp |
| Annual return | 13.31% | 23.24%-9.9pp | 23.90%-10.6pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $9,660 | $4,881+97.9% | $4,672+106.8% | $2,623+268.3% |
| Participant deferral / active EE | $12,657 | $7,279+73.9% | $6,623+91.1% | $4,346+191.3% |
| Admin fee / account holder | $136 | $1,709-92.0% | $9,413-98.6% | $1,942-93.0% |