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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $62,846 |
Filed as: VISIONARY WEALTH ADVISORS Service code 16 · EIN 46-5210986 | Consulting | $17,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,224 | $78,419-6.6% | $133,956-45.3% | $73,409-0.3% |
| Participation rate | 85.7% | 78.6%+7.1pp | 79.8%+5.9pp | 72.2%+13.5pp |
| Annual return | 25.70% | 33.35%-7.6pp | 45.09%-19.4pp | 59.29%-33.6pp |
| Employer contribution / active EE | $2,057 | $2,044+0.7% | $3,919-47.5% | $2,234-7.9% |
| Participant deferral / active EE | $4,461 | $3,925+13.7% | $5,048-11.6% | $3,805+17.2% |
| Admin fee / account holder | $62 | $161-61.9% | $8,927-99.3% | $158-61.0% |