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 MANAGEMENT2 years Service code 27 · EIN 45-5104591 | Advisory (Plan) | $89,630 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $16,025 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,237 | $104,475+9.3% | $159,436-28.3% | $79,386+43.9% |
| Participation rate | 97.8% | 76.6%+21.2pp | 82.8%+15.0pp | 70.7%+27.1pp |
| Annual return | 24.45% | 67.95%-43.5pp | 263.57%-239.1pp | 116.85%-92.4pp |
| Employer contribution / active EE | $9,463 | $3,417+177.0% | $4,829+95.9% | $2,427+289.8% |
| Participant deferral / active EE | $12,201 | $6,467+88.7% | $7,352+66.0% | $4,046+201.6% |
| Admin fee / account holder | $644 | $711-9.4% | $10,799-94.0% | $626+2.8% |