Filed October 6, 2021
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 |
|---|---|---|
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,482 |
Filed as: VISIONARY WEALTH ADVISORS LLC Service code 26 1405 N GREEN MOUNT RD · OFALLON, IL 62269 | Advisory (Participants) | $11,678 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,654 | $79,184-52.4% | $102,438-63.2% | $74,546-49.5% |
| Participation rate | 97.1% | 74.8%+22.3pp | 76.5%+20.6pp | 67.2%+29.9pp |
| Annual return | 15.62% | 54.95%-39.3pp | 29.37%-13.7pp | 1366.03%-1350.4pp |
| Employer contribution / active EE | $3,559 | $2,362+50.7% | $3,024+17.7% | $2,624+35.6% |
| Participant deferral / active EE | $5,894 | $4,414+33.5% | $5,054+16.6% | $4,347+35.6% |
| Admin fee / account holder | $119 | $2,001-94.1% | $9,448-98.7% | $1,944-93.9% |