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 |
|---|---|---|
Filed as: VISION POINT ADVISORY GROUP, LLC Service code 15 · EIN 46-3329350 | Recordkeeping | $5,470 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,440 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,245 | $73,102-39.5% | $123,544-64.2% | $56,287-21.4% |
| Participation rate | 91.7% | 74.3%+17.4pp | 82.3%+9.4pp | 69.9%+21.8pp |
| Annual return | -8.40% | 3.01%-11.4pp | 119.20%-127.6pp | -9.96%+1.6pp |
| Employer contribution / active EE | $10,203 | $2,977+242.7% | $4,628+120.5% | $2,111+383.3% |
| Participant deferral / active EE | $11,688 | $5,423+115.5% | $6,426+81.9% | $3,350+248.9% |
| Admin fee / account holder | $36 | $554-93.5% | $9,284-99.6% | $521-93.1% |