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 | $18,635 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $5,394 |
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 | $26,827 | $75,388-64.4% | $123,544-78.3% | $55,725-51.9% |
| Participation rate | 85.8% | 75.7%+10.1pp | 82.3%+3.5pp | 70.9%+14.9pp |
| Annual return | 6.19% | 4.48%+1.7pp | 119.20%-113.0pp | 244.93%-238.7pp |
| Employer contribution / active EE | $3,236 | $3,063+5.6% | $4,628-30.1% | $2,078+55.7% |
| Participant deferral / active EE | $7,578 | $5,651+34.1% | $6,426+17.9% | $3,356+125.8% |
| Admin fee / account holder | $61 | $120-49.3% | $9,284-99.3% | $115-47.3% |