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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,489 |
BLACK & PINCKARD LLC6 years Filed as: BLACK DIAMOND FINANCIAL ADVISOR Service code 27 305 W. PENNSYLVANIA AVE · TOWSON, MD 21204 | Advisory (Plan) | $13,132 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,037 | $59,805-59.8% | $79,550-69.8% | $68,494-64.9% |
| Participation rate | 97.2% | 61.1%+36.1pp | 69.5%+27.7pp | 67.9%+29.3pp |
| Annual return | -18.04% | -12.30%-5.7pp | 0.16%-18.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,064 | $3,024+67.4% | $3,985+27.1% | $4,027+25.7% |
| Admin fee / account holder | $194 | $4,835-96.0% | $6,832-97.2% | $5,403-96.4% |