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 |
|---|---|---|
VALTINSON BRUNER FINANCIAL6 years Service code 27 · EIN 83-0812292 | Advisory (Plan) | $130,588 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,854 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,654 | $89,808+142.4% | $100,391+116.8% | $77,643+180.3% |
| Participation rate | 91.8% | 81.2%+10.6pp | 81.5%+10.3pp | 70.6%+21.2pp |
| Annual return | 15.71% | 20.62%-4.9pp | 49.20%-33.5pp | 31.24%-15.5pp |
| Employer contribution / active EE | $7,076 | $3,039+132.8% | $3,942+79.5% | $2,726+159.6% |
| Participant deferral / active EE | $18,960 | $8,284+128.9% | $8,082+134.6% | $4,647+308.0% |
| Admin fee / account holder | $199 | $174+13.9% | $7,899-97.5% | $430-53.9% |