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 | $54,092 |
VALMARK ADVISERS INC4 years Service code 27 · EIN 31-1509466 | Advisory (Plan) | $21,477 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,636 | $50,815-57.4% | $155,509-86.1% | $77,643-72.1% |
| Participation rate | 35.6% | 63.1%-27.5pp | 78.2%-42.6pp | 70.6%-35.0pp |
| Annual return | 23.46% | 34.80%-11.3pp | 64.67%-41.2pp | 31.24%-7.8pp |
| Employer contribution / active EE | $1,097 | $1,993-45.0% | $4,672-76.5% | $2,726-59.8% |
| Participant deferral / active EE | $2,110 | $2,822-25.2% | $5,626-62.5% | $4,647-54.6% |
| Admin fee / account holder | $174 | $437-60.2% | $15,912-98.9% | $430-59.6% |