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 10-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) | $6,368 |
PAYCHEX, INC.3+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $1,042 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $242 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,972 | $50,637-68.5% | $86,590-81.6% | $62,292-74.4% |
| Participation rate | 83.2% | 67.9%+15.3pp | 73.5%+9.7pp | 69.5%+13.7pp |
| Annual return | 23.52% | 20.80%+2.7pp | 964.84%-941.3pp | 28.90%-5.4pp |
| Employer contribution / active EE | $34 | $2,075-98.3% | $2,839-98.8% | $2,042-98.3% |
| Participant deferral / active EE | $1,837 | $2,611-29.6% | $3,609-49.1% | $3,169-42.0% |
| Admin fee / account holder | $123 | $413-70.2% | $4,906-97.5% | $479-74.3% |