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 INC2+ years Filed as: VALMARK SECURITIES Service code 27 · EIN 31-1509466 | Advisory (Plan) | $58,308 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$39,741 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,405 | $62,267+14.7% | $110,238-35.2% | $55,725+28.1% |
| Participation rate | 77.1% | 78.1%-1.1pp | 79.8%-2.8pp | 70.9%+6.2pp |
| Annual return | -6.56% | -1.07%-5.5pp | 314.74%-321.3pp | 244.93%-251.5pp |
| Employer contribution / active EE | $2,852 | $1,941+46.9% | $3,826-25.5% | $2,078+37.2% |
| Participant deferral / active EE | $5,768 | $3,516+64.1% | $4,672+23.5% | $3,356+71.9% |
| Admin fee / account holder | $45 | $121-63.2% | $8,547-99.5% | $115-61.3% |