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.
See the 10-year trajectory with Solo.
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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $110,099 |
MCKONLY & ASBURY LLP4 years Filed as: MCKONLY & ASBURY Service code 10 · EIN 23-1909723 | Accounting | $11,750 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $6,021 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,816 | $106,236+0.5% | $112,228-4.8% | $64,808+64.8% |
| Participation rate | 96.6% | 71.7%+25.0pp | 75.1%+21.6pp | 71.5%+25.2pp |
| Annual return | -14.89% | -6.02%-8.9pp | 27.45%-42.3pp | 32.82%-47.7pp |
| Employer contribution / active EE | $9,962 | $3,166+214.6% | $3,635+174.1% | $2,506+297.6% |
| Participant deferral / active EE | $6,320 | $3,785+67.0% | $4,728+33.7% | $4,310+46.6% |
| Admin fee / account holder | $206 | $452-54.3% | $6,410-96.8% | $188+9.9% |