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 Service code 27 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Plan) | $57,910 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $43,740 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,958 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $14,478 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $92,469 | $40,174+130.2% | $84,015+10.1% | $67,579+36.8% |
| Participation rate | 84.3% | 62.7%+21.6pp | 69.0%+15.3pp | 71.3%+13.0pp |
| Annual return | 19.85% | 25.82%-6.0pp | 71.31%-51.5pp | 378.56%-358.7pp |
| Employer contribution / active EE | $1,952 | $808+141.7% | $1,983-1.6% | $2,148-9.1% |
| Participant deferral / active EE | $5,801 | $2,301+152.1% | $3,239+79.1% | $3,539+63.9% |
| Admin fee / account holder | $416 | $128+224.2% | $6,101-93.2% | $142+192.3% |