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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 | $2,195 |
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 | $461,841 | $54,705+744.2% | $71,209+548.6% | $84,808+444.6% |
| Participation rate | 96.2% | 64.1%+32.1pp | 73.8%+22.4pp | 68.3%+27.8pp |
| Annual return | 17.67% | 35.90%-18.2pp | 282.51%-264.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,939 | $2,158+36.2% | $2,721+8.0% | $2,631+11.7% |
| Participant deferral / active EE | $13,737 | $3,030+353.3% | $4,175+229.0% | $4,212+226.2% |
| Admin fee / account holder | $17 | $4,863-99.7% | $5,349-99.7% | $7,344-99.8% |