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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $16,197 |
VALMARK ADVISERS INC3+ years Service code 27 · EIN 31-1509466 | Advisory (Plan) | $11,291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,525 | $42,548-28.3% | $74,550-59.1% | $56,287-45.8% |
| Participation rate | 43.5% | 60.5%-17.0pp | 69.1%-25.7pp | 69.9%-26.4pp |
| Annual return | -6.59% | 12.40%-19.0pp | 32.53%-39.1pp | -9.96%+3.4pp |
| Employer contribution / active EE | $312 | $855-63.5% | $1,961-84.1% | $2,111-85.2% |
| Participant deferral / active EE | $1,311 | $2,277-42.4% | $3,108-57.8% | $3,350-60.9% |
| Admin fee / account holder | $272 | $467-41.7% | $5,060-94.6% | $521-47.8% |