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 ADVISERS, INC. Service code 26 · EIN 31-1509466 | Advisory (Participants) | $10,316 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,164 | $63,156-15.8% | $122,332-56.5% | $62,292-14.7% |
| Participation rate | 31.4% | 60.0%-28.6pp | 71.6%-40.3pp | 69.5%-38.1pp |
| Annual return | 19.78% | 20.61%-0.8pp | 30.27%-10.5pp | 28.90%-9.1pp |
| Employer contribution / active EE | $685 | $1,385-50.5% | $4,050-83.1% | $2,042-66.4% |
| Participant deferral / active EE | $1,544 | $2,321-33.5% | $3,287-53.0% | $3,169-51.3% |
| Admin fee / account holder | $491 | $440+11.5% | $5,478-91.0% | $479+2.3% |