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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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PBMARES WEALTH MANAGEMENT LLC Service code 27 725 JACKSON STREET · FREDERICKSBURG, VA 22401 | Advisory (Plan) | $26,066 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,318 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,942 | $76,670-19.2% | $96,683-35.9% | $71,457-13.3% |
| Participation rate | 96.2% | 66.6%+29.6pp | 74.3%+21.8pp | 67.9%+28.2pp |
| Annual return | -6.31% | 48.29%-54.6pp | 35.69%-42.0pp | 28.85%-35.2pp |
| Employer contribution / active EE | $2,143 | $3,031-29.3% | $3,737-42.7% | $2,588-17.2% |
| Participant deferral / active EE | $4,583 | $3,771+21.5% | $4,878-6.1% | $4,289+6.9% |
| Admin fee / account holder | $300 | $2,028-85.2% | $6,730-95.5% | $1,587-81.1% |