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 | $77,018 |
Filed as: VISIONARY WEALTH ADVISORS Service code 16 · EIN 46-5210986 | Consulting | $63,323 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,758 | $86,225-14.5% | $146,665-49.7% | $86,799-15.0% |
| Participation rate | 88.7% | 78.0%+10.7pp | 80.1%+8.6pp | 72.3%+16.4pp |
| Annual return | 13.88% | 31.23%-17.3pp | 22.74%-8.9pp | 97.91%-84.0pp |
| Employer contribution / active EE | $2,373 | $2,392-0.8% | $4,136-42.6% | $2,405-1.3% |
| Participant deferral / active EE | $5,193 | $4,245+22.3% | $5,506-5.7% | $4,131+25.7% |
| Admin fee / account holder | $5 | $195-97.7% | $10,280-100.0% | $170-97.3% |