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 |
|---|---|---|
Filed as: FIDUCIARY WEALTH MANAGEMENT LL Service code 26 4604-H PINECREST OFFICE PK DR · ALEXANDRIA, VA 22312 | Advisory (Participants) | $5,630 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,243 | $73,102-76.4% | $123,544-86.0% | $56,287-69.4% |
| Participation rate | 68.8% | 74.3%-5.5pp | 82.3%-13.5pp | 69.9%-1.0pp |
| Annual return | -1.15% | 3.01%-4.2pp | 119.20%-120.3pp | -9.96%+8.8pp |
| Employer contribution / active EE | $1,742 | $2,977-41.5% | $4,628-62.4% | $2,111-17.5% |
| Participant deferral / active EE | $4,998 | $5,423-7.8% | $6,426-22.2% | $3,350+49.2% |
| Admin fee / account holder | $63 | $554-88.6% | $9,284-99.3% | $521-87.9% |