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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 | $13,258 |
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 | $506,471 | $109,881+360.9% | $150,045+237.5% | $84,808+497.2% |
| Participation rate | 97.9% | 76.1%+21.8pp | 82.3%+15.6pp | 68.3%+29.6pp |
| Annual return | 17.82% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $8,124 | $3,561+128.1% | $4,693+73.1% | $2,631+208.8% |
| Participant deferral / active EE | $15,142 | $6,636+128.2% | $7,997+89.3% | $4,212+259.5% |
| Admin fee / account holder | $88 | $8,568-99.0% | $13,435-99.3% | $7,344-98.8% |