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 |
|---|---|---|
VSM WEALTH ADVISORY, LLC2 years Service code 27 11350 MCCORMICK RD. EP 1, STE 300 · HUNT VALLEY, MD 21031 | Advisory (Plan) | $20,326 |
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $760 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,090 | $81,446+112.5% | $103,374+67.4% | $80,874+114.0% |
| Participation rate | 97.3% | 66.9%+30.4pp | 74.5%+22.8pp | 67.6%+29.6pp |
| Annual return | 12.49% | 25.57%-13.1pp | 24.89%-12.4pp | 35.62%-23.1pp |
| Employer contribution / active EE | $8,736 | $3,107+181.2% | $3,869+125.8% | $2,756+217.0% |
| Participant deferral / active EE | $9,874 | $3,870+155.1% | $5,058+95.2% | $4,297+129.8% |
| Admin fee / account holder | $193 | $6,715-97.1% | $8,394-97.7% | $6,935-97.2% |