See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC7 years Filed as: VALMARK ADVISERS, INC. Service code 26 · EIN 31-1509466 | Advisory (Participants) | $47,055 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,774 | $42,353+8.1% | $79,550-42.5% | $64,808-29.4% |
| Participation rate | 98.9% | 64.8%+34.1pp | 69.5%+29.4pp | 71.5%+27.4pp |
| Annual return | -15.42% | -12.24%-3.2pp | 0.16%-15.6pp | 32.82%-48.2pp |
| Employer contribution / active EE | $3,081 | $1,181+161.0% | $2,413+27.7% | $2,506+23.0% |
| Participant deferral / active EE | $4,241 | $3,170+33.8% | $3,985+6.4% | $4,310-1.6% |
| Admin fee / account holder | $99 | $160-38.2% | $6,832-98.6% | $188-47.4% |