Filed October 7, 2020
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 |
|---|---|---|
Filed as: VISIONARY WEALTH ADVISORS Service code 27 · EIN 46-5210986 | Advisory (Plan) | $7,829 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,025 |
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 | $23,728 | $39,195-39.5% | $98,755-76.0% | $79,386-70.1% |
| Participation rate | 80.5% | 59.8%+20.7pp | 65.7%+14.7pp | 70.7%+9.8pp |
| Annual return | 14.36% | 19.95%-5.6pp | 49.91%-35.6pp | 116.85%-102.5pp |
| Employer contribution / active EE | $329 | $1,334-75.3% | $2,067-84.1% | $2,427-86.4% |
| Participant deferral / active EE | $2,072 | $2,333-11.2% | $3,035-31.7% | $4,046-48.8% |
| Admin fee / account holder | $90 | $365-75.3% | $4,076-97.8% | $626-85.6% |