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, LLC8 years Service code 27 2211 YORK ROAD · OAK BROOK, IL 60523 | Advisory (Plan) | $29,140 |
HANSON PLAHM & COMPANY1 year Service code 50 · EIN 85-2555361 8180 S CASS AVE · DARIEN, IL 60561 | Direct Payment | $9,800 |
Service code 50 · EIN 20-2668095 25 MARKET STREET · PORTSMOUTH, NH 03801 | Direct Payment | $6,939 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,203 | $58,926-2.9% | $97,226-41.2% | $74,495-23.2% |
| Participation rate | 79.9% | 63.5%+16.4pp | 72.7%+7.2pp | 67.2%+12.7pp |
| Annual return | 18.33% | 16.04%+2.3pp | 75.13%-56.8pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,729-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $4,264-100.0% | $4,346-100.0% |
| Admin fee / account holder | $308 | $1,974-84.4% | $5,654-94.6% | $1,942-84.1% |