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 INC4+ years Filed as: VALMARK SECURITIES INC Service code 55 130 SPRINGSIDE DR #300 · AKRON, OH 44333 | Other Commissions | $42,927 |
Filed as: AXA ADVISORS LLC Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $12,503 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $288 |
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 | $194,392 | $59,186+228.4% | $76,768+153.2% | $56,287+245.4% |
| Participation rate | 88.5% | 75.2%+13.2pp | 77.0%+11.5pp | 69.9%+18.6pp |
| Annual return | -6.06% | 6.62%-12.7pp | 2.43%-8.5pp | -9.96%+3.9pp |
| Employer contribution / active EE | $3,578 | $1,759+103.4% | $2,485+44.0% | $2,111+69.5% |
| Participant deferral / active EE | $4,230 | $3,255+30.0% | $3,852+9.8% | $3,350+26.3% |
| Admin fee / account holder | $3 | $489-99.5% | $6,675-100.0% | $521-99.5% |