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 | $35,897 |
Filed as: VISIONPOINT ADVISORY GROUP LLC Service code 27 · EIN 46-3329350 | Advisory (Plan) | $13,218 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,522 | $99,078-88.4% | $96,544-88.1% | $74,419-84.5% |
| Participation rate | 62.6% | 80.7%-18.1pp | 76.0%-13.4pp | 70.7%-8.2pp |
| Annual return | 22.92% | 22.48%+0.4pp | 25.84%-2.9pp | 34.38%-11.5pp |
| Employer contribution / active EE | $1,127 | $2,570-56.2% | $2,965-62.0% | $2,637-57.3% |
| Participant deferral / active EE | $2,291 | $4,933-53.6% | $4,851-52.8% | $4,528-49.4% |
| Admin fee / account holder | $106 | $225-52.8% | $8,252-98.7% | $348-69.5% |