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.
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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 |
|---|---|---|
VALUE CONSULTING GROUP3 years Filed as: VALUE MANAGEMENT INC Service code 28 · EIN 23-2639318 | Investment Management | $66,792 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,537 | $66,457+168.7% | $81,382+119.4% | $77,643+129.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 69.5%+30.5pp | 70.6%+29.4pp |
| Annual return | 31.83% | 15.93%+15.9pp | 24.73%+7.1pp | 31.24%+0.6pp |
| Employer contribution / active EE | $5,005 | $2,159+131.8% | $2,463+103.2% | $2,726+83.6% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $3,883-100.0% | $4,647-100.0% |
| Admin fee / account holder | $69 | $583-88.1% | $5,768-98.8% | $430-83.9% |