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 | $22,706 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $8,009 |
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 | $39,405 | $88,122-55.3% | $141,162-72.1% | $67,579-41.7% |
| Participation rate | 87.1% | 76.5%+10.7pp | 82.5%+4.6pp | 71.3%+15.8pp |
| Annual return | 32.55% | 75.40%-42.8pp | 71.39%-38.8pp | 378.56%-346.0pp |
| Employer contribution / active EE | $3,654 | $3,224+13.3% | $4,735-22.8% | $2,148+70.1% |
| Participant deferral / active EE | $9,127 | $5,958+53.2% | $6,709+36.0% | $3,539+157.9% |
| Admin fee / account holder | $68 | $131-48.3% | $10,261-99.3% | $142-52.5% |