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 · EIN 31-1509466 | Advisory (Plan) | $27,521 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,273 | $87,870+23.2% | $113,168-4.3% | $74,304+45.7% |
| Participation rate | 75.2% | 70.7%+4.5pp | 76.6%-1.4pp | 60.3%+14.9pp |
| Annual return | 16.85% | 26.44%-9.6pp | 24.27%-7.4pp | 29.43%-12.6pp |
| Employer contribution / active EE | $2,161 | $2,277-5.1% | $2,975-27.4% | $2,241-3.6% |
| Participant deferral / active EE | $5,877 | $4,241+38.6% | $5,107+15.1% | $3,767+56.0% |
| Admin fee / account holder | $256 | $3,368-92.4% | $12,068-97.9% | $2,969-91.4% |