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 | $77,642 |
Filed as: VISIONARY WEALTH ADVISORS Service code 16 · EIN 46-5210986 | Consulting | $60,627 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,853 | $71,142-21.5% | $119,609-53.3% | $64,808-13.8% |
| Participation rate | 87.9% | 78.6%+9.3pp | 79.3%+8.6pp | 71.5%+16.4pp |
| Annual return | -7.95% | -10.01%+2.1pp | -14.97%+7.0pp | 32.82%-40.8pp |
| Employer contribution / active EE | $2,502 | $2,497+0.2% | $4,232-40.9% | $2,506-0.1% |
| Participant deferral / active EE | $5,330 | $4,490+18.7% | $5,602-4.9% | $4,310+23.7% |
| Admin fee / account holder | $6 | $162-96.3% | $10,323-99.9% | $188-96.8% |