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 4-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 |
|---|---|---|
MKS&H1+ years Service code 10 70 THOMAS JOHNSON DRIVE · FREDERICK, MD 217024317 | Accounting | $7,029 |
ASCENSUS LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,274 |
BB&T1+ years Service code 50 · EIN 56-1368984 | Direct Payment | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,275 | $79,428+64.0% | $106,548+22.3% | $79,386+64.1% |
| Participation rate | 84.8% | 74.1%+10.7pp | 76.1%+8.7pp | 70.7%+14.1pp |
| Annual return | 15.14% | 18.27%-3.1pp | 26.80%-11.7pp | 116.85%-101.7pp |
| Employer contribution / active EE | $2,379 | $2,234+6.5% | $2,819-15.6% | $2,427-2.0% |
| Participant deferral / active EE | $4,606 | $3,823+20.5% | $4,398+4.7% | $4,046+13.9% |
| Admin fee / account holder | $64 | $523-87.8% | $7,407-99.1% | $626-89.8% |