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 9-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 Service code 27 · EIN 31-1509466 | Advisory (Plan) | $38,146 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,468 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $143,479 | $89,355+60.6% | $141,162+1.6% | $72,985+96.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.41% | 111.85%-90.4pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $6,014 | $3,114+93.1% | $4,735+27.0% | $2,440+146.5% |
| Participant deferral / active EE | $8,230 | $5,418+51.9% | $6,709+22.7% | $3,607+128.1% |
| Admin fee / account holder | $527 | $5,958-91.2% | $10,261-94.9% | $5,124-89.7% |