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 37 · EIN 04-2647786 | Loan Processing | $39,827 |
VALMARK ADVISERS INC2 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 | $152,557 | $84,487+80.6% | $125,339+21.7% | $66,914+128.0% |
| Participation rate | 98.1% | 76.4%+21.7pp | 82.4%+15.7pp | 69.8%+28.3pp |
| Annual return | -15.72% | -8.39%-7.3pp | 572.05%-587.8pp | 1.58%-17.3pp |
| Employer contribution / active EE | $5,406 | $3,553+52.2% | $4,814+12.3% | $2,544+112.5% |
| Participant deferral / active EE | $13,968 | $6,781+106.0% | $7,446+87.6% | $4,237+229.7% |
| Admin fee / account holder | $283 | $685-58.8% | $10,010-97.2% | $593-52.4% |