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 |
|---|---|---|
VALMARK ADVISERS INC1+ years Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $32,535 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,042 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,905 | $37,117+23.7% | $147,614-68.9% | $55,191-16.8% |
| Participation rate | 96.3% | 63.6%+32.7pp | 84.6%+11.7pp | 69.2%+27.2pp |
| Annual return | 1.07% | 3.44%-2.4pp | 61.98%-60.9pp | 10.78%-9.7pp |
| Employer contribution / active EE | $1,334 | $1,620-17.7% | $5,564-76.0% | $1,899-29.8% |
| Participant deferral / active EE | $2,807 | $1,985+41.4% | $4,895-42.7% | $3,046-7.9% |
| Admin fee / account holder | $15 | $86-82.4% | $11,611-99.9% | $91-83.4% |