See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $86,404 |
VISIONPOINT ADVISORY GROUP3 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $52,839 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,472 | $105,181+20.2% | $159,436-20.7% | $85,850+47.3% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.8%+12.9pp | 69.3%+26.4pp |
| Annual return | 19.91% | 45.07%-25.2pp | 263.57%-243.7pp | 318.53%-298.6pp |
| Employer contribution / active EE | $11,712 | $3,318+253.0% | $4,829+142.5% | $2,565+356.6% |
| Participant deferral / active EE | $25,129 | $5,945+322.7% | $7,352+241.8% | $3,952+535.9% |
| Admin fee / account holder | $404 | $6,933-94.2% | $10,799-96.3% | $6,260-93.6% |