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 37 · EIN 04-2647786 | Loan Processing | $42,055 |
VALMARK ADVISERS INC4 years Service code 27 · EIN 31-1509466 | Advisory (Plan) | $26,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,429 | $101,317+110.7% | $146,958+45.2% | $74,495+186.5% |
| Participation rate | 98.6% | 75.5%+23.1pp | 82.2%+16.5pp | 67.2%+31.4pp |
| Annual return | 13.25% | 8730.91%-8717.7pp | 418.34%-405.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $5,580 | $3,810+46.4% | $4,933+13.1% | $2,623+112.7% |
| Participant deferral / active EE | $15,969 | $7,303+118.7% | $8,070+97.9% | $4,346+267.5% |
| Admin fee / account holder | $298 | $1,739-82.8% | $12,998-97.7% | $1,942-84.6% |