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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
VISIONPOINT ADVISORY GROUP4 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $51,815 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,621 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,800 | $82,202-26.0% | $125,339-51.5% | $64,808-6.2% |
| Participation rate | 93.7% | 77.9%+15.8pp | 82.4%+11.3pp | 71.5%+22.2pp |
| Annual return | -17.86% | 3.48%-21.3pp | 572.05%-589.9pp | 32.82%-50.7pp |
| Employer contribution / active EE | $1,815 | $3,615-49.8% | $4,814-62.3% | $2,506-27.6% |
| Participant deferral / active EE | $7,606 | $7,175+6.0% | $7,446+2.1% | $4,310+76.5% |
| Admin fee / account holder | $240 | $163+46.7% | $10,010-97.6% | $188+27.5% |