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 Filed as: VALMARK SECURITIES INC Service code 49 · EIN 34-1724087 | Other Services | $9,831 |
Service code 49 · EIN 34-1004471 | Other Services | $7,549 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,221 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,564 | $80,753+28.2% | $136,294-24.0% | $62,292+66.3% |
| Participation rate | 94.2% | 73.5%+20.7pp | 81.9%+12.3pp | 69.5%+24.7pp |
| Annual return | 16.66% | 35.83%-19.2pp | 5155.94%-5139.3pp | 28.90%-12.2pp |
| Employer contribution / active EE | $903 | $2,884-68.7% | $4,695-80.8% | $2,042-55.8% |
| Participant deferral / active EE | $6,452 | $5,164+24.9% | $6,247+3.3% | $3,169+103.6% |
| Admin fee / account holder | $8 | $525-98.5% | $9,243-99.9% | $479-98.4% |