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 INC7 years Service code 27 · EIN 31-1509466 | Advisory (Plan) | $39,239 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,184 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,941 | $88,083+19.1% | $164,813-36.3% | $74,495+40.9% |
| Participation rate | 88.7% | 73.0%+15.6pp | 78.6%+10.0pp | 67.2%+21.5pp |
| Annual return | 15.58% | 17.26%-1.7pp | 69.93%-54.4pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $2,444 | $2,593-5.7% | $4,341-43.7% | $2,623-6.8% |
| Participant deferral / active EE | $7,734 | $4,498+72.0% | $6,031+28.2% | $4,346+78.0% |
| Admin fee / account holder | $422 | $2,234-81.1% | $12,690-96.7% | $1,942-78.2% |