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 27 130 SPRINGSIDE DR STE 110 · AKRON, OH 44333 | Advisory (Plan) | $17,541 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,017 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,024 |
ELMET TECHNOLOGIES LLC5 years Service code 99 1560 LISBON ST · LEWISTON, ME 04240 | Other Fees | $5,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,896 | $88,890+106.9% | $102,423+79.5% | $77,643+136.8% |
| Participation rate | 84.1% | 80.9%+3.2pp | 76.5%+7.7pp | 70.6%+13.6pp |
| Annual return | 1021.25% | 24.98%+996.3pp | 29.32%+991.9pp | 31.24%+990.0pp |
| Employer contribution / active EE | $3,812 | $2,698+41.3% | $3,023+26.1% | $2,726+39.8% |
| Participant deferral / active EE | $3,490 | $5,145-32.2% | $5,053-30.9% | $4,647-24.9% |
| Admin fee / account holder | $75 | $235-68.3% | $9,451-99.2% | $430-82.6% |