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 Service code 27 · EIN 46-3329350 | Advisory (Plan) | $36,169 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,577 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,560 | $164,447-44.9% | $100,516-9.9% | - |
| Participation rate | 86.9% | 80.0%+6.8pp | 79.4%+7.5pp | - |
| Annual return | 16.17% | 24.40%-8.2pp | 30.89%-14.7pp | - |
| Employer contribution / active EE | $4,923 | $2,075+137.2% | $3,418+44.0% | - |
| Participant deferral / active EE | $12,133 | $7,296+66.3% | $6,270+93.5% | - |
| Admin fee / account holder | $223 | $1,510-85.3% | $8,081-97.2% | - |