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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 | $2,339 |
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 | $317,705 | $88,634+258.4% | $101,326+213.5% | $74,304+327.6% |
| Participation rate | 87.2% | 76.9%+10.3pp | 81.5%+5.7pp | 60.3%+26.8pp |
| Annual return | 16.35% | 33.10%-16.7pp | 36.82%-20.5pp | 29.43%-13.1pp |
| Employer contribution / active EE | $5,511 | $2,930+88.0% | $3,665+50.3% | $2,241+145.9% |
| Participant deferral / active EE | $8,545 | $7,322+16.7% | $7,994+6.9% | $3,767+126.8% |
| Admin fee / account holder | $16 | $2,425-99.3% | $11,185-99.9% | $2,969-99.5% |