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 9-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 GROUP4 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $32,161 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,332 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,756 | $60,323+65.4% | $81,812+21.9% | $74,495+33.9% |
| Participation rate | 86.2% | 62.9%+23.3pp | 72.3%+13.8pp | 67.2%+19.0pp |
| Annual return | 14.51% | 16.90%-2.4pp | 773.79%-759.3pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $3,936 | $2,620+50.2% | $2,912+35.1% | $2,623+50.1% |
| Participant deferral / active EE | $6,070 | $3,387+79.2% | $4,319+40.6% | $4,346+39.7% |
| Admin fee / account holder | $351 | $1,486-76.4% | $7,386-95.3% | $1,942-81.9% |