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 3-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 15 · EIN 01-0233346 | Recordkeeping | $10,915 |
VALMARK ADVISERS INC1 year Filed as: VALMARK ADVISERS, INC. Service code 28 · EIN 31-1509466 | Investment Management | $8,112 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,868 | $62,624-82.6% | $177,989-93.9% | $77,643-86.0% |
| Participation rate | 70.2% | 66.8%+3.4pp | 77.1%-6.8pp | 70.6%-0.3pp |
| Annual return | 206.00% | 16.16%+189.8pp | 294.48%-88.5pp | 31.24%+174.8pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,949-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,470 | $4,219+5.9% | $6,276-28.8% | $4,647-3.8% |
| Admin fee / account holder | $80 | $386-79.2% | $10,363-99.2% | $430-81.3% |