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 |
|---|---|---|
VALEO FINANCIAL ADVISORS LLC1 year Service code 27 · EIN 03-0519130 | Advisory (Plan) | $6,925 |
Service code 37 · EIN 04-2647786 | Loan Processing | $781 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,951 | $69,362-30.9% | $101,248-52.6% | $73,488-34.8% |
| Participation rate | 88.3% | 68.4%+20.0pp | 75.8%+12.5pp | 70.7%+17.7pp |
| Annual return | 19.43% | 18.46%+1.0pp | 46.47%-27.0pp | 28.51%-9.1pp |
| Employer contribution / active EE | $2,388 | $2,628-9.2% | $3,660-34.8% | $2,270+5.2% |
| Participant deferral / active EE | $6,714 | $3,300+103.5% | $4,370+53.6% | $3,740+79.5% |
| Admin fee / account holder | $63 | $704-91.1% | $5,945-98.9% | $513-87.8% |