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 MANAGEMENT3 years Service code 27 · EIN 45-5104591 | Advisory (Plan) | $100,774 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $17,179 |
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 | $110,209 | $84,487+30.4% | $125,339-12.1% | $66,914+64.7% |
| Participation rate | 99.1% | 76.4%+22.6pp | 82.4%+16.7pp | 69.8%+29.3pp |
| Annual return | -12.39% | -8.39%-4.0pp | 572.05%-584.4pp | 1.58%-14.0pp |
| Employer contribution / active EE | $10,787 | $3,553+203.6% | $4,814+124.1% | $2,544+324.0% |
| Participant deferral / active EE | $17,406 | $6,781+156.7% | $7,446+133.7% | $4,237+310.8% |
| Admin fee / account holder | $747 | $685+9.0% | $10,010-92.5% | $593+25.8% |