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 5-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 INC3 years Filed as: VALMARK ADVISORS, INC. Service code 27 · EIN 31-1509466 | Advisory (Plan) | $49,044 |
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $6,594 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,992 | $95,274-43.3% | $135,903-60.3% | $74,419-27.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 19.09% | 32.77%-13.7pp | 68.23%-49.1pp | 34.38%-15.3pp |
| Employer contribution / active EE | $1,532 | $3,874-60.5% | $4,856-68.5% | $2,637-41.9% |
| Participant deferral / active EE | $5,719 | $7,782-26.5% | $7,758-26.3% | $4,528+26.3% |
| Admin fee / account holder | $64 | $266-75.8% | $10,762-99.4% | $348-81.5% |