See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY WEALTH MANAGEMENT Service code 28 4604 H PINECREST · ALEXANDRIA, VA 22312 | Investment Management | $12,599 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $4,620 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,655 | $155,795-85.5% | $136,294-83.4% | $69,631-67.5% |
| Participation rate | 83.1% | 75.2%+7.9pp | 81.9%+1.2pp | 70.7%+12.4pp |
| Annual return | 36.40% | 232464.33%-232427.9pp | 5155.94%-5119.5pp | 27571.02%-27534.6pp |
| Employer contribution / active EE | $2,445 | $2,991-18.2% | $4,695-47.9% | $2,032+20.3% |
| Participant deferral / active EE | $5,631 | $5,394+4.4% | $6,247-9.9% | $3,224+74.7% |
| Admin fee / account holder | $44 | $128-65.9% | $9,243-99.5% | $110-60.4% |