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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $242,597 |
VALMARK ADVISERS INC4 years Filed as: VALMARK SECURITIES INC. Service code 15 · EIN 31-1509466 | Recordkeeping | $34,006 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,247 | $44,897-39.3% | $84,966-67.9% | $199,593-86.3% |
| Participation rate | 59.6% | 45.7%+13.8pp | 67.5%-7.9pp | 72.0%-12.4pp |
| Annual return | 8.31% | 20.96%-12.7pp | 66.38%-58.1pp | 34.25%-25.9pp |
| Employer contribution / active EE | $1,346 | $1,365-1.4% | $2,727-50.6% | $3,034-55.6% |
| Participant deferral / active EE | $4,998 | $2,668+87.3% | $4,519+10.6% | $5,087-1.7% |
| Admin fee / account holder | $94 | $584-83.9% | $6,149-98.5% | $269-65.0% |