See peer percentile detail. $4.99 for your first month.
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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 INC2 years Service code 27 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Plan) | $17,181 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $1,825 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,694 | $56,152-68.5% | $185,823-90.5% | $73,409-75.9% |
| Participation rate | 69.0% | 67.6%+1.4pp | 78.0%-9.0pp | 72.2%-3.2pp |
| Annual return | 21.32% | 17.59%+3.7pp | 35.95%-14.6pp | 59.29%-38.0pp |
| Employer contribution / active EE | $323 | $1,532-78.9% | $4,087-92.1% | $2,234-85.5% |
| Participant deferral / active EE | $1,446 | $3,659-60.5% | $5,632-74.3% | $3,805-62.0% |
| Admin fee / account holder | $114 | $132-14.0% | $9,500-98.8% | $158-28.1% |