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 37 · EIN 04-2647786 | Loan Processing | $45,344 |
VISIONPOINT ADVISORY GROUP2 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $43,322 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,812 | $99,957-23.2% | $149,696-48.7% | $73,488+4.5% |
| Participation rate | 93.2% | 75.7%+17.5pp | 82.5%+10.7pp | 70.7%+22.5pp |
| Annual return | 16.19% | 53.87%-37.7pp | 276.60%-260.4pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,139 | $3,191-64.3% | $4,644-75.5% | $2,270-49.8% |
| Participant deferral / active EE | $7,562 | $6,073+24.5% | $6,842+10.5% | $3,740+102.2% |
| Admin fee / account holder | $257 | $551-53.3% | $9,309-97.2% | $513-49.9% |