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 MANAGEMENT4 years Service code 27 · EIN 45-5104591 | Advisory (Plan) | $74,030 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $12,871 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,228 | $93,571+53.1% | $135,903+5.4% | $75,163+90.6% |
| Participation rate | 97.3% | 75.2%+22.1pp | 81.9%+15.4pp | 67.2%+30.1pp |
| Annual return | 21.20% | 30.90%-9.7pp | 68.23%-47.0pp | 160.62%-139.4pp |
| Employer contribution / active EE | $7,840 | $3,537+121.7% | $4,856+61.4% | $2,670+193.6% |
| Participant deferral / active EE | $18,534 | $6,404+189.4% | $7,758+138.9% | $4,125+349.3% |
| Admin fee / account holder | $653 | $6,975-90.6% | $10,762-93.9% | $5,651-88.4% |