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 | $52,989 |
VISIONPOINT ADVISORY GROUP7 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $30,919 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,400 | $159,602+5.5% | $150,045+12.2% | $142,382+18.3% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 15.46% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $9,173 | $4,961+84.9% | $4,693+95.5% | $4,299+113.4% |
| Participant deferral / active EE | $29,557 | $8,310+255.7% | $7,997+269.6% | $6,507+354.2% |
| Admin fee / account holder | $589 | $14,846-96.0% | $13,435-95.6% | $12,624-95.3% |