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 ADVISORS, INC. Service code 26 | Advisory (Participants) | $6,919 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,597 | $55,636-37.8% | $81,983-57.8% | $73,488-52.9% |
| Participation rate | 81.8% | 62.3%+19.5pp | 69.2%+12.6pp | 70.7%+11.1pp |
| Annual return | 14.53% | 19.07%-4.5pp | 41.31%-26.8pp | 28.51%-14.0pp |
| Employer contribution / active EE | $576 | $1,625-64.5% | $2,498-76.9% | $2,270-74.6% |
| Participant deferral / active EE | $2,304 | $2,762-16.6% | $3,722-38.1% | $3,740-38.4% |
| Admin fee / account holder | $251 | $493-49.1% | $5,664-95.6% | $513-51.1% |