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 |
|---|---|---|
VISION ASSET MANAGEMENT1 year Service code 27 · EIN 45-5104591 | Advisory (Plan) | $62,504 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,122 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,347 | $99,957+3.4% | $149,696-31.0% | $73,488+40.6% |
| Participation rate | 95.0% | 75.7%+19.3pp | 82.5%+12.6pp | 70.7%+24.4pp |
| Annual return | 38.60% | 53.87%-15.3pp | 276.60%-238.0pp | 28.51%+10.1pp |
| Employer contribution / active EE | $6,954 | $3,191+117.9% | $4,644+49.7% | $2,270+206.4% |
| Participant deferral / active EE | $11,915 | $6,073+96.2% | $6,842+74.1% | $3,740+218.6% |
| Admin fee / account holder | $534 | $551-3.1% | $9,309-94.3% | $513+4.0% |