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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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $62,698 |
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 | $497,140 | $131,799+277.2% | $200,582+147.8% | $85,563+481.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 86.9%+13.1pp | 66.0%+34.0pp |
| Annual return | 15.21% | 21.59%-6.4pp | 42.33%-27.1pp | 31.51%-16.3pp |
| Employer contribution / active EE | $11,191 | $4,532+146.9% | $6,419+74.4% | $2,654+321.7% |
| Participant deferral / active EE | $14,964 | $7,702+94.3% | $9,331+60.4% | $4,375+242.0% |
| Admin fee / account holder | $128 | $235-45.5% | $16,305-99.2% | $834-84.6% |