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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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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,861 |
MCSOLEY MCCOY & CO9 years Filed as: MCSOLEY MCCOY & CO. Service code 10 118 TILLEY DRIVE · S. BURLINGTON, VT 05403 | Accounting | $8,400 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,460 | $109,881+85.2% | $150,045+35.6% | $84,808+139.9% |
| Participation rate | 97.9% | 76.1%+21.8pp | 82.3%+15.6pp | 68.3%+29.6pp |
| Annual return | 14.11% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $14,869 | $3,561+317.5% | $4,693+216.8% | $2,631+465.1% |
| Participant deferral / active EE | $15,861 | $6,636+139.0% | $7,997+98.3% | $4,212+276.6% |
| Admin fee / account holder | $296 | $8,568-96.5% | $13,435-97.8% | $7,344-96.0% |