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 ADVISERS, INC. Service code 27 · EIN 34-1724087 | Advisory (Plan) | $22,122 |
NEWPORT GROUP, INC.1+ years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping fees... | $18,401 |
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 | $78,963 | $63,924+23.5% | $108,579-27.3% | $55,167+43.1% |
| Participation rate | 71.2% | 74.3%-3.1pp | 79.6%-8.4pp | 69.0%+2.2pp |
| Annual return | 7.47% | 15.31%-7.8pp | -51.70%+59.2pp | 169.23%-161.8pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,357 | $3,067+9.5% | $4,311-22.1% | $3,054+9.9% |
| Admin fee / account holder | $264 | $618-57.2% | $7,645-96.5% | $504-47.6% |