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 9-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 26 · EIN 31-1509466 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Participants) | $19,338 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,809 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,797 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,415 | $60,607-54.8% | $189,557-85.5% | $86,799-68.4% |
| Participation rate | 47.1% | 68.9%-21.7pp | 78.4%-31.3pp | 72.3%-25.1pp |
| Annual return | 29.27% | 65.18%-35.9pp | 64.17%-34.9pp | 97.91%-68.6pp |
| Employer contribution / active EE | $1,440 | $1,626-11.4% | $4,412-67.4% | $2,405-40.1% |
| Participant deferral / active EE | $3,408 | $3,895-12.5% | $6,174-44.8% | $4,131-17.5% |
| Admin fee / account holder | $228 | $159+43.4% | $9,807-97.7% | $170+34.3% |