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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $34,980 |
VALMARK ADVISERS INC1 year Service code 27 · EIN 31-1509466 | Advisory (Plan) | $13,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,860 | $104,475+82.7% | $159,436+19.7% | $79,386+140.4% |
| Participation rate | 95.5% | 76.6%+18.9pp | 82.8%+12.7pp | 70.7%+24.8pp |
| Annual return | 14.07% | 67.95%-53.9pp | 263.57%-249.5pp | 116.85%-102.8pp |
| Employer contribution / active EE | $4,215 | $3,417+23.4% | $4,829-12.7% | $2,427+73.6% |
| Participant deferral / active EE | $11,921 | $6,467+84.3% | $7,352+62.1% | $4,046+194.7% |
| Admin fee / account holder | $274 | $711-61.4% | $10,799-97.5% | $626-56.2% |