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 9-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 INC3 years Filed as: VALMARK ADVISERS, INC. Service code 27 · EIN 31-1509466 | Advisory (Plan) | $22,480 |
VALMARK ADVISERS INC1 year Service code 27 · EIN 31-1509466 | Advisory (Plan) | $9,343 |
CROSSPLANS1 year Service code 13 · EIN 20-4536537 | Contract Administrator | $8,604 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 04-3159710 | Recordkeeping Fees | $5,172 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,612 |
BENEFIT EQUITY, INC.3 years Filed as: BENEFIT EQUITY INC. Service code 15 · EIN 33-0384246 | Recordkeeping | $1,545 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,497 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 | Investment Management | $46 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,784 | $101,317-27.2% | $146,958-49.8% | $74,495-1.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 11.25% | 8730.91%-8719.7pp | 418.34%-407.1pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $3,601 | $3,810-5.5% | $4,933-27.0% | $2,623+37.3% |
| Participant deferral / active EE | $7,067 | $7,303-3.2% | $8,070-12.4% | $4,346+62.6% |
| Admin fee / account holder | $243 | $1,739-86.0% | $12,998-98.1% | $1,942-87.5% |