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 INC2 years Filed as: VALMARK SECURITIES INC. Service code 15 · EIN 31-1509466 | Recordkeeping | $27,257 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,855 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,721 | $42,353-29.8% | $79,550-62.6% | $64,808-54.1% |
| Participation rate | 88.7% | 64.8%+24.0pp | 69.5%+19.2pp | 71.5%+17.3pp |
| Annual return | -15.37% | -12.24%-3.1pp | 0.16%-15.5pp | 32.82%-48.2pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,982 | $3,170+25.6% | $3,985-0.1% | $4,310-7.6% |
| Admin fee / account holder | $172 | $160+7.7% | $6,832-97.5% | $188-8.5% |