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 Service code 27 11250 ROGER BACON DRIVE · RESTON, VA 20190 | Advisory (Plan) | $25,000 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $14,662 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,812 | $82,202-35.8% | $125,339-57.9% | $64,808-18.5% |
| Participation rate | 82.6% | 77.9%+4.7pp | 82.4%+0.2pp | 71.5%+11.1pp |
| Annual return | -17.40% | 3.48%-20.9pp | 572.05%-589.5pp | 32.82%-50.2pp |
| Employer contribution / active EE | $3,460 | $3,615-4.3% | $4,814-28.1% | $2,506+38.1% |
| Participant deferral / active EE | $9,055 | $7,175+26.2% | $7,446+21.6% | $4,310+110.1% |
| Admin fee / account holder | $100 | $163-38.5% | $10,010-99.0% | $188-46.5% |