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 | $57,657 |
VISIONPOINT ADVISORY GROUP5 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $35,057 |
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 | $134,067 | $93,571+43.3% | $135,903-1.4% | $75,163+78.4% |
| Participation rate | 81.4% | 75.2%+6.2pp | 81.9%-0.5pp | 67.2%+14.2pp |
| Annual return | 16.28% | 30.90%-14.6pp | 68.23%-52.0pp | 160.62%-144.3pp |
| Employer contribution / active EE | $5,269 | $3,537+49.0% | $4,856+8.5% | $2,670+97.3% |
| Participant deferral / active EE | $14,358 | $6,404+124.2% | $7,758+85.1% | $4,125+248.1% |
| Admin fee / account holder | $447 | $6,975-93.6% | $10,762-95.9% | $5,651-92.1% |