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 INC4+ years Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $30,000 |
MACPAGE LLC3+ years Filed as: MACPAGE, LLC Service code 10 · EIN 01-0242373 | Accounting | $8,047 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,399 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,788 | $75,388-22.0% | $123,544-52.4% | $55,725+5.5% |
| Participation rate | 92.6% | 75.7%+16.9pp | 82.3%+10.3pp | 70.9%+21.7pp |
| Annual return | -5.89% | 4.48%-10.4pp | 119.20%-125.1pp | 244.93%-250.8pp |
| Employer contribution / active EE | $564 | $3,063-81.6% | $4,628-87.8% | $2,078-72.9% |
| Participant deferral / active EE | $3,917 | $5,651-30.7% | $6,426-39.0% | $3,356+16.7% |
| Admin fee / account holder | $20 | $120-83.0% | $9,284-99.8% | $115-82.3% |