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 | $60,261+65.5% | $81,783+22.0% | $74,546+33.8% |
| Participation rate | 86.2% | 62.9%+23.3pp | 72.4%+13.8pp | 67.2%+19.0pp |
| Annual return | 14.51% | 16.88%-2.4pp | 775.05%-760.5pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $3,936 | $2,622+50.1% | $2,913+35.1% | $2,624+50.0% |
| Participant deferral / active EE | $6,070 | $3,388+79.2% | $4,320+40.5% | $4,347+39.6% |
| Admin fee / account holder | $351 | $1,482-76.3% | $7,380-95.2% | $1,944-82.0% |