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 INC2 years Filed as: VALMARK ADVISERS INC. Service code 27 130 SPRINGSIDE DR · AKRON, OH 44333 | Advisory (Plan) | $22,500 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DR. · IRVINE, CA 92618 | Recordkeeping Fees | $10,537 |
TRINITY PENSION CONSULTANTS2 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 202 MONRTROSE WEST AVE · COPLEY, OH 44321 | Contract Administrator | $7,290 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,142 | $65,557+8.5% | $64,056+11.1% | $71,457-0.4% |
| Participation rate | 80.2% | 73.2%+7.1pp | 72.3%+7.9pp | 67.9%+12.3pp |
| Annual return | 18.73% | 18.94%-0.2pp | 33.69%-15.0pp | 28.85%-10.1pp |
| Employer contribution / active EE | $1,799 | $2,669-32.6% | $2,747-34.5% | $2,588-30.5% |
| Participant deferral / active EE | $3,104 | $3,626-14.4% | $3,880-20.0% | $4,289-27.6% |
| Admin fee / account holder | $242 | $616-60.7% | $3,068-92.1% | $1,587-84.7% |