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 | $39,323 |
VISIONPOINT ADVISORY GROUP2 years Filed as: VISIONPOINT ADVISORY GROUP LLC Service code 27 · EIN 46-3329350 | Advisory (Plan) | $18,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,150 | $88,890-77.3% | $102,423-80.3% | $77,643-74.0% |
| Participation rate | 62.4% | 80.9%-18.5pp | 76.5%-14.1pp | 70.6%-8.1pp |
| Annual return | 14.95% | 24.98%-10.0pp | 29.32%-14.4pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,601 | $2,698-40.6% | $3,023-47.0% | $2,726-41.3% |
| Participant deferral / active EE | $3,000 | $5,145-41.7% | $5,053-40.6% | $4,647-35.4% |
| Admin fee / account holder | $174 | $235-26.2% | $9,451-98.2% | $430-59.6% |