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 8-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 |
|---|---|---|
VALMARK ADVISERS INC1+ years Filed as: VALMARK SECURITIES Service code 27 · EIN 31-1509466 | Advisory (Plan) | $63,838 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$32,675 |
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 | $80,929 | $71,666+12.9% | $117,854-31.3% | $69,631+16.2% |
| Participation rate | 73.9% | 77.5%-3.6pp | 79.7%-5.7pp | 70.7%+3.3pp |
| Annual return | 17.72% | 18.86%-1.1pp | 335.08%-317.4pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $2,585 | $1,889+36.9% | $3,786-31.7% | $2,032+27.2% |
| Participant deferral / active EE | $5,325 | $3,340+59.4% | $4,482+18.8% | $3,224+65.2% |
| Admin fee / account holder | $74 | $120-38.3% | $8,020-99.1% | $110-32.8% |