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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $71,260 |
Filed as: VISION POINT ADVISORY GROUP, LLC Service code 15 · EIN 46-3329350 | Recordkeeping | $9,351 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,328 | $30,086-82.3% | $61,373-91.3% | $64,808-91.8% |
| Participation rate | 87.1% | 36.4%+50.7pp | 52.6%+34.5pp | 71.5%+15.6pp |
| Annual return | -29.23% | -13.99%-15.2pp | 338.61%-367.8pp | 32.82%-62.1pp |
| Employer contribution / active EE | $819 | $536+52.8% | $1,159-29.3% | $2,506-67.3% |
| Participant deferral / active EE | $2,082 | $1,126+84.9% | $2,125-2.0% | $4,310-51.7% |
| Admin fee / account holder | $154 | $148+4.0% | $2,130-92.8% | $188-17.9% |