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 13 · EIN 42-0127290 | Contract Administrator | $66,690 |
VISIONPOINT ADVISORY GROUP2 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $41,391 |
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 | $92,052 | $99,957-7.9% | $149,696-38.5% | $73,488+25.3% |
| Participation rate | 98.3% | 75.7%+22.6pp | 82.5%+15.8pp | 70.7%+27.6pp |
| Annual return | 27.73% | 53.87%-26.1pp | 276.60%-248.9pp | 28.51%-0.8pp |
| Employer contribution / active EE | $7,478 | $3,191+134.3% | $4,644+61.0% | $2,270+229.4% |
| Participant deferral / active EE | $15,122 | $6,073+149.0% | $6,842+121.0% | $3,740+304.4% |
| Admin fee / account holder | $241 | $551-56.3% | $9,309-97.4% | $513-53.1% |