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 INC6 years Filed as: VALMARK SECURITIES INC. Service code 15 · EIN 31-1509466 | Recordkeeping | $36,639 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,836 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,342 | $88,087-22.4% | $164,866-58.5% | $74,546-8.3% |
| Participation rate | 96.0% | 73.1%+22.9pp | 78.6%+17.3pp | 67.2%+28.7pp |
| Annual return | 16.37% | 17.27%-0.9pp | 69.97%-53.6pp | 1366.03%-1349.7pp |
| Employer contribution / active EE | $0 | $2,595-100.0% | $4,343-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $6,089 | $4,499+35.3% | $6,033+0.9% | $4,347+40.0% |
| Admin fee / account holder | $348 | $2,232-84.4% | $12,689-97.3% | $1,944-82.1% |