See peer percentile detail with Solo.
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.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,093 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,209 | $55,415-96.0% | $155,509-98.6% | $74,495-97.0% |
| Participation rate | 78.8% | 61.9%+16.9pp | 78.2%+0.6pp | 67.2%+11.6pp |
| Annual return | 0.00% | 268.50%-268.5pp | 64.67%-64.7pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $811 | $2,267-64.2% | $4,672-82.6% | $2,623-69.1% |
| Participant deferral / active EE | $961 | $2,836-66.1% | $5,626-82.9% | $4,346-77.9% |
| Admin fee / account holder | $30 | $1,738-98.3% | $15,912-99.8% | $1,942-98.4% |