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) | $50,638 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,847 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,522 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,443 | $40,385+59.6% | $80,569-20.0% | $74,419-13.4% |
| Participation rate | 56.8% | 47.4%+9.4pp | 67.0%-10.2pp | 70.7%-13.9pp |
| Annual return | 29.15% | 164.85%-135.7pp | 935.43%-906.3pp | 34.38%-5.2pp |
| Employer contribution / active EE | $3,464 | $1,496+131.5% | $2,723+27.2% | $2,637+31.3% |
| Participant deferral / active EE | $6,551 | $2,674+145.0% | $4,447+47.3% | $4,528+44.7% |
| Admin fee / account holder | $217 | $720-69.8% | $5,377-96.0% | $348-37.6% |