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 | $174,296 |
Filed as: VISIONARY WEALTH ADVISORS Service code 16 · EIN 46-5210986 | Consulting | $68,783 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,997 | $89,436-37.4% | $164,813-66.0% | $77,643-27.9% |
| Participation rate | 94.5% | 78.6%+15.9pp | 78.6%+15.9pp | 70.6%+24.0pp |
| Annual return | 12.63% | 28.83%-16.2pp | 69.93%-57.3pp | 31.24%-18.6pp |
| Employer contribution / active EE | $2,575 | $2,569+0.2% | $4,341-40.7% | $2,726-5.6% |
| Participant deferral / active EE | $4,999 | $4,897+2.1% | $6,031-17.1% | $4,647+7.6% |
| Admin fee / account holder | $11 | $339-96.8% | $12,690-99.9% | $430-97.5% |