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 |
|---|---|---|
VALMARK ADVISERS INC2+ years Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $30,000 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,606 |
MACPAGE LLC1+ years Filed as: MACPAGE, LLC Service code 10 · EIN 01-0242373 | Accounting | $6,260 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,159 | $80,177-30.0% | $123,892-54.7% | $57,658-2.6% |
| Participation rate | 88.1% | 74.4%+13.7pp | 81.4%+6.7pp | 70.2%+17.9pp |
| Annual return | 7.81% | 17.90%-10.1pp | 47.52%-39.7pp | 5.13%+2.7pp |
| Employer contribution / active EE | $491 | $2,913-83.1% | $4,617-89.4% | $1,974-75.1% |
| Participant deferral / active EE | $3,425 | $5,130-33.2% | $5,984-42.8% | $3,061+11.9% |
| Admin fee / account holder | $20 | $106-80.8% | $8,357-99.8% | $95-78.4% |