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 | $20,010 |
VALMARK ADVISERS INC7+ years Service code 27 · EIN 31-1509466 | Advisory (Plan) | $14,652 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,506 | $49,451-16.1% | $79,550-47.8% | $66,914-38.0% |
| Participation rate | 43.2% | 61.3%-18.2pp | 69.5%-26.3pp | 69.8%-26.6pp |
| Annual return | -17.40% | 84.25%-101.7pp | 0.16%-17.6pp | 1.58%-19.0pp |
| Employer contribution / active EE | $370 | $1,266-70.7% | $2,413-84.7% | $2,544-85.4% |
| Participant deferral / active EE | $1,664 | $3,159-47.3% | $3,985-58.2% | $4,237-60.7% |
| Admin fee / account holder | $398 | $595-33.0% | $6,832-94.2% | $593-32.8% |