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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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,500 |
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 | $278,685 | $129,021+116.0% | $184,203+51.3% | $77,643+258.9% |
| Participation rate | 98.4% | 87.3%+11.1pp | 86.8%+11.6pp | 70.6%+27.8pp |
| Annual return | 17.67% | 33.27%-15.6pp | 28.81%-11.1pp | 31.24%-13.6pp |
| Employer contribution / active EE | $12,717 | $4,413+188.2% | $6,427+97.9% | $2,726+366.5% |
| Participant deferral / active EE | $22,395 | $7,297+206.9% | $9,131+145.3% | $4,647+381.9% |
| Admin fee / account holder | $1 | $254-99.4% | $13,901-100.0% | $430-99.7% |