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 60 · EIN 04-2647786 | Sub-TA Fees | $18,122 |
VALMARK ADVISERS INC4+ years Service code 27 · EIN 31-1509466 | Advisory (Plan) | $11,930 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $34,194 | $49,138-30.4% | $84,015-59.3% | $65,185-47.5% |
| Participation rate | 43.3% | 60.7%-17.5pp | 69.0%-25.7pp | 70.2%-26.9pp |
| Annual return | 19.56% | 23.00%-3.4pp | 71.31%-51.7pp | 29.38%-9.8pp |
| Employer contribution / active EE | $439 | $914-52.0% | $1,983-77.9% | $2,177-79.8% |
| Participant deferral / active EE | $1,602 | $2,397-33.2% | $3,239-50.5% | $3,514-54.4% |
| Admin fee / account holder | $259 | $543-52.3% | $6,101-95.8% | $847-69.4% |