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 INC1 year Service code 27 · EIN 31-1509466 | Advisory (Plan) | $16,763 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,385 | $104,607-15.5% | $96,544-8.5% | - |
| Participation rate | 83.8% | 76.2%+7.7pp | 76.0%+7.9pp | - |
| Annual return | 15.85% | 9.56%+6.3pp | 25.84%-10.0pp | - |
| Employer contribution / active EE | $2,553 | $2,147+18.9% | $2,965-13.9% | - |
| Participant deferral / active EE | $6,633 | $4,312+53.8% | $4,851+36.7% | - |
| Admin fee / account holder | $168 | $45,340-99.6% | $8,252-98.0% | - |