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 | $68,549 |
VISIONPOINT ADVISORY GROUP4 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $45,854 |
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 | $102,216 | $82,664+23.7% | $125,339-18.4% | $68,494+49.2% |
| Participation rate | 86.2% | 75.0%+11.1pp | 82.4%+3.8pp | 67.9%+18.3pp |
| Annual return | -16.34% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $7,059 | $3,381+108.8% | $4,814+46.6% | $2,596+171.9% |
| Participant deferral / active EE | $14,737 | $6,110+141.2% | $7,446+97.9% | $4,027+265.9% |
| Admin fee / account holder | $387 | $6,275-93.8% | $10,010-96.1% | $5,403-92.8% |