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 4-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 year Filed as: VALMARK ADVISERS, INC. Service code 26 · EIN 31-1509466 | Advisory (Participants) | $8,207 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $280 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,244 | $54,701+282.5% | $86,188+142.8% | $71,457+192.8% |
| Participation rate | 98.5% | 60.1%+38.4pp | 69.0%+29.6pp | 67.9%+30.6pp |
| Annual return | 45.46% | 20.06%+25.4pp | 1168.45%-1123.0pp | 28.85%+16.6pp |
| Employer contribution / active EE | $1,603 | $1,265+26.7% | $2,380-32.6% | $2,588-38.0% |
| Participant deferral / active EE | $3,033 | $3,108-2.4% | $3,985-23.9% | $4,289-29.3% |
| Admin fee / account holder | $86 | $1,922-95.5% | $6,852-98.7% | $1,587-94.6% |