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 Filed as: VALMARK ADVISERS, INC. Service code 26 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Participants) | $30,341 |
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $21,908 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,157 | $101,317-43.6% | $146,958-61.1% | $74,495-23.3% |
| Participation rate | 94.5% | 75.5%+19.0pp | 82.2%+12.4pp | 67.2%+27.3pp |
| Annual return | 14.08% | 8730.91%-8716.8pp | 418.34%-404.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $2,918 | $3,810-23.4% | $4,933-40.9% | $2,623+11.2% |
| Participant deferral / active EE | $9,268 | $7,303+26.9% | $8,070+14.8% | $4,346+113.3% |
| Admin fee / account holder | $216 | $1,739-87.6% | $12,998-98.3% | $1,942-88.9% |