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 | $57,851 |
VISIONPOINT ADVISORY GROUP6 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $34,680 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,583 | $102,317+53.0% | $146,958+6.5% | $80,856+93.7% |
| Participation rate | 82.1% | 75.8%+6.2pp | 82.2%-0.1pp | 67.6%+14.4pp |
| Annual return | 14.35% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $5,657 | $3,713+52.3% | $4,933+14.7% | $2,755+105.3% |
| Participant deferral / active EE | $12,728 | $6,644+91.6% | $8,070+57.7% | $4,296+196.3% |
| Admin fee / account holder | $507 | $7,941-93.6% | $12,998-96.1% | $6,918-92.7% |