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 INC3+ years Filed as: VALMARK SECURITIES INC Service code 55 130 SPRINGSIDE DR #300 · AKRON, OH 44333 | Other Commissions | $50,294 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $575 |
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 | $215,908 | $64,909+232.6% | $82,313+162.3% | $62,292+246.6% |
| Participation rate | 87.1% | 74.9%+12.3pp | 76.9%+10.2pp | 69.5%+17.6pp |
| Annual return | 20.45% | 21.18%-0.7pp | 25.88%-5.4pp | 28.90%-8.5pp |
| Employer contribution / active EE | $3,626 | $1,676+116.4% | $2,428+49.3% | $2,042+77.6% |
| Participant deferral / active EE | $4,216 | $3,103+35.8% | $3,706+13.7% | $3,169+33.0% |
| Admin fee / account holder | $5 | $440-98.8% | $5,608-99.9% | $479-98.9% |