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 | $122,929 |
Filed as: VISIONARY WEALTH ADVISORS Service code 16 · EIN 46-5210986 | Consulting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,197 | $91,372-35.2% | $129,995-54.5% | $74,419-20.5% |
| Participation rate | 91.7% | 77.8%+13.9pp | 78.5%+13.2pp | 70.7%+20.9pp |
| Annual return | 14.08% | 23.21%-9.1pp | -137.18%+151.3pp | 34.38%-20.3pp |
| Employer contribution / active EE | $2,579 | $2,563+0.6% | $4,320-40.3% | $2,637-2.2% |
| Participant deferral / active EE | $5,497 | $4,721+16.4% | $5,820-5.6% | $4,528+21.4% |
| Admin fee / account holder | $6 | $283-97.9% | $10,614-99.9% | $348-98.3% |