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 |
|---|---|---|
PRIVATE VISTA, LLC4 years Service code 27 2211 YORK ROAD · OAK BROOK, IL 60523 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,203 | $55,214-27.2% | $104,607-61.6% | $73,488-45.3% |
| Participation rate | 98.2% | 67.8%+30.3pp | 74.1%+24.1pp | 70.7%+27.5pp |
| Annual return | 5.55% | 24.79%-19.2pp | 340.46%-334.9pp | 28.51%-23.0pp |
| Employer contribution / active EE | $1,898 | $1,468+29.3% | $2,681-29.2% | $2,270-16.4% |
| Participant deferral / active EE | $0 | $2,925-100.0% | $3,740-100.0% | $3,740-100.0% |
| Admin fee / account holder | $57 | $424-86.5% | $6,473-99.1% | $513-88.8% |