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 Filed as: VALMARK ADVISERS INC. Service code 27 130 SPRINGSIDE DR · AKRON, OH 44333 | Advisory (Plan) | $22,500 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DR. · IRVINE, CA 92618 | Recordkeeping Fees | $11,955 |
TRINITY PENSION CONSULTANTS3 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 202 MONRTROSE WEST AVE · COPLEY, OH 44321 | Contract Administrator | $5,689 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,226 | $69,763+9.3% | $67,502+12.9% | $74,495+2.3% |
| Participation rate | 81.9% | 71.4%+10.5pp | 72.9%+9.0pp | 67.2%+14.7pp |
| Annual return | 16.46% | -40.34%+56.8pp | 3512.12%-3495.7pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $1,776 | $2,704-34.3% | $2,731-35.0% | $2,623-32.3% |
| Participant deferral / active EE | $3,213 | $3,636-11.6% | $4,000-19.7% | $4,346-26.1% |
| Admin fee / account holder | $222 | $896-75.2% | $3,998-94.4% | $1,942-88.6% |