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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.2 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $40,219 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,768 |
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 | $381,680 | $131,799+189.6% | $200,582+90.3% | $85,563+346.1% |
| Participation rate | 99.1% | 87.9%+11.2pp | 86.9%+12.2pp | 66.0%+33.2pp |
| Annual return | 15.92% | 21.59%-5.7pp | 42.33%-26.4pp | 31.51%-15.6pp |
| Employer contribution / active EE | $11,502 | $4,532+153.8% | $6,419+79.2% | $2,654+333.4% |
| Participant deferral / active EE | $14,811 | $7,702+92.3% | $9,331+58.7% | $4,375+238.5% |
| Admin fee / account holder | $128 | $235-45.7% | $16,305-99.2% | $834-84.7% |