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 | $39,557 |
VALMARK ADVISERS INC3 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 | $177,502 | $91,407+94.2% | $135,903+30.6% | $71,457+148.4% |
| Participation rate | 98.7% | 75.7%+23.1pp | 81.9%+16.8pp | 67.9%+30.8pp |
| Annual return | 18.84% | 29.90%-11.1pp | 68.23%-49.4pp | 28.85%-10.0pp |
| Employer contribution / active EE | $5,221 | $3,703+41.0% | $4,856+7.5% | $2,588+101.8% |
| Participant deferral / active EE | $14,814 | $7,092+108.9% | $7,758+91.0% | $4,289+245.4% |
| Admin fee / account holder | $273 | $1,266-78.4% | $10,762-97.5% | $1,587-82.8% |