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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $63,172 |
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 | $403,410 | $100,227+302.5% | $169,993+137.3% | $74,419+442.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 18.91% | 66.08%-47.2pp | 53.37%-34.5pp | 34.38%-15.5pp |
| Employer contribution / active EE | $10,873 | $4,263+155.1% | $6,785+60.3% | $2,637+312.3% |
| Participant deferral / active EE | $13,894 | $7,143+94.5% | $10,408+33.5% | $4,528+206.8% |
| Admin fee / account holder | $129 | $234-44.9% | $12,815-99.0% | $348-62.9% |