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 Service code 27 · EIN 31-1509466 | Advisory (Plan) | $24,576 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,555 | $79,171+16.9% | $102,423-9.6% | $74,495+24.2% |
| Participation rate | 75.2% | 74.8%+0.4pp | 76.5%-1.3pp | 67.2%+8.0pp |
| Annual return | 12.13% | 54.93%-42.8pp | 29.32%-17.2pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $2,270 | $2,362-3.9% | $3,023-24.9% | $2,623-13.5% |
| Participant deferral / active EE | $6,071 | $4,415+37.5% | $5,053+20.2% | $4,346+39.7% |
| Admin fee / account holder | $236 | $2,001-88.2% | $9,451-97.5% | $1,942-87.8% |