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, LLC6 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 | $42,454 | $44,642-4.9% | $91,220-53.5% | $66,914-36.6% |
| Participation rate | 99.3% | 64.9%+34.4pp | 73.2%+26.1pp | 69.8%+29.5pp |
| Annual return | -15.61% | -12.29%-3.3pp | 114.01%-129.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $2,218 | $1,706+30.0% | $2,850-22.2% | $2,544-12.8% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $4,234-100.0% | $4,237-100.0% |
| Admin fee / account holder | $265 | $521-49.2% | $5,420-95.1% | $593-55.3% |