See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $26,747 |
Filed as: VISIONARY WEALTH ADVISORS, LLC Service code 27 · EIN 46-5210986 | Advisory (Plan) | $20,757 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,890 | $110,094-69.2% | $151,611-77.6% | $68,494-50.5% |
| Participation rate | 96.3% | 84.0%+12.3pp | 87.5%+8.8pp | 67.9%+28.4pp |
| Annual return | -15.45% | -10.12%-5.3pp | 3.33%-18.8pp | -7.84%-7.6pp |
| Employer contribution / active EE | $4,758 | $4,471+6.4% | $6,166-22.8% | $2,596+83.3% |
| Participant deferral / active EE | $9,458 | $6,527+44.9% | $8,363+13.1% | $4,027+134.8% |
| Admin fee / account holder | $240 | $7,719-96.9% | $11,616-97.9% | $5,403-95.6% |