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 | $20,313 |
VALMARK ADVISERS INC5+ years Service code 27 · EIN 31-1509466 | Advisory (Plan) | $13,314 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,808 | $54,573-27.1% | $90,951-56.2% | $73,488-45.8% |
| Participation rate | 48.9% | 61.2%-12.2pp | 69.0%-20.1pp | 70.7%-21.7pp |
| Annual return | 14.02% | 16.69%-2.7pp | 134.60%-120.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $390 | $991-60.6% | $2,122-81.6% | $2,270-82.8% |
| Participant deferral / active EE | $1,599 | $2,517-36.5% | $3,373-52.6% | $3,740-57.2% |
| Admin fee / account holder | $320 | $521-38.6% | $5,959-94.6% | $513-37.6% |