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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 | $18,480 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,139 | $78,485+25.0% | $106,213-7.6% | $74,495+31.7% |
| Participation rate | 89.2% | 72.8%+16.4pp | 75.3%+13.9pp | 67.2%+22.0pp |
| Annual return | 12.88% | 15.95%-3.1pp | 116.14%-103.3pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,887 | $2,523+14.4% | $3,171-9.0% | $2,623+10.1% |
| Participant deferral / active EE | $4,697 | $4,322+8.7% | $5,016-6.4% | $4,346+8.1% |
| Admin fee / account holder | $71 | $2,232-96.8% | $11,033-99.4% | $1,942-96.4% |