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 |
|---|---|---|
VISIONPOINT ADVISORY GROUP3+ years Filed as: VISION POINT ADVISORY GROUP Service code 27 2711 N HASKELL AVE, STE 550 · DALLAS, TX 75204 | Advisory (Plan) | $29,080 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,100 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,345 | $59,535-5.4% | $90,160-37.5% | $62,292-9.5% |
| Participation rate | 83.1% | 73.0%+10.1pp | 76.9%+6.3pp | 69.5%+13.6pp |
| Annual return | 20.50% | 23.53%-3.0pp | 34.88%-14.4pp | 28.90%-8.4pp |
| Employer contribution / active EE | $3,444 | $1,826+88.6% | $3,318+3.8% | $2,042+68.6% |
| Participant deferral / active EE | $7,098 | $4,639+53.0% | $5,288+34.2% | $3,169+124.0% |
| Admin fee / account holder | $141 | $337-58.1% | $5,943-97.6% | $479-70.6% |