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 |
|---|---|---|
VISION ASSET MANAGEMENT1 year Service code 27 · EIN 45-5104591 | Advisory (Plan) | $16,872 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,307 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,426 | $91,407-44.8% | $135,903-62.9% | $71,457-29.4% |
| Participation rate | 89.6% | 75.7%+14.0pp | 81.9%+7.7pp | 67.9%+21.7pp |
| Annual return | 26.63% | 29.90%-3.3pp | 68.23%-41.6pp | 28.85%-2.2pp |
| Employer contribution / active EE | $1,674 | $3,703-54.8% | $4,856-65.5% | $2,588-35.3% |
| Participant deferral / active EE | $8,984 | $7,092+26.7% | $7,758+15.8% | $4,289+109.5% |
| Admin fee / account holder | $161 | $1,266-87.2% | $10,762-98.5% | $1,587-89.8% |