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 |
|---|---|---|
PRIVATE VISTA, LLC5 years Service code 27 2211 YORK ROAD · OAK BROOK, IL 60523 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,143 | $60,488-17.1% | $109,895-54.4% | $79,386-36.8% |
| Participation rate | 100.0% | 67.0%+33.0pp | 74.2%+25.8pp | 70.7%+29.3pp |
| Annual return | 21.72% | 189.57%-167.9pp | 29.45%-7.7pp | 116.85%-95.1pp |
| Employer contribution / active EE | $2,448 | $1,649+48.5% | $2,842-13.9% | $2,427+0.9% |
| Participant deferral / active EE | $0 | $3,220-100.0% | $4,048-100.0% | $4,046-100.0% |
| Admin fee / account holder | $236 | $605-61.0% | $6,066-96.1% | $626-62.3% |