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) | $8,156 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,950 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,628 | $28,956-49.5% | $71,735-79.6% | $64,808-77.4% |
| Participation rate | 71.7% | 65.2%+6.6pp | 62.3%+9.4pp | 71.5%+0.3pp |
| Annual return | -16.00% | -7.39%-8.6pp | 9.14%-25.1pp | 32.82%-48.8pp |
| Employer contribution / active EE | $340 | $1,159-70.6% | $1,704-80.0% | $2,506-86.4% |
| Participant deferral / active EE | $2,025 | $2,686-24.6% | $2,658-23.8% | $4,310-53.0% |
| Admin fee / account holder | $52 | $124-58.4% | $3,974-98.7% | $188-72.4% |