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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $27,569 |
ADP BROKER-DEALER1 year Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $26,032 |
VISIONPOINT ADVISORY GROUP3 years Filed as: VISION POINT ADVISORY GROUP, LLC Service code 15 · EIN 46-3329350 | Recordkeeping | $3,431 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,008 | $29,548-76.3% | $56,411-87.6% | $77,643-91.0% |
| Participation rate | 70.8% | 32.7%+38.1pp | 52.5%+18.3pp | 70.6%+0.2pp |
| Annual return | 13.88% | 19.01%-5.1pp | 1701.33%-1687.4pp | 31.24%-17.4pp |
| Employer contribution / active EE | $575 | $568+1.4% | $1,039-44.6% | $2,726-78.9% |
| Participant deferral / active EE | $1,457 | $1,061+37.4% | $1,952-25.3% | $4,647-68.6% |
| Admin fee / account holder | $76 | $1,046-92.8% | $2,829-97.3% | $430-82.4% |