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 INC3 years Filed as: VALMARK ADVISERS, INC Service code 26 · EIN 31-1509466 | Advisory (Participants) | $10,455 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,038 |
Employer contribution per participant 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 | $17,605 | $51,620-65.9% | $90,281-80.5% | $65,185-73.0% |
| Participation rate | 88.6% | 68.6%+20.0pp | 73.3%+15.4pp | 70.2%+18.4pp |
| Annual return | 25.25% | 24.94%+0.3pp | 78.10%-52.8pp | 29.38%-4.1pp |
| Employer contribution / active EE | $2 | $2,235-99.9% | $2,854-99.9% | $2,177-99.9% |
| Participant deferral / active EE | $2,101 | $2,871-26.8% | $3,885-45.9% | $3,514-40.2% |
| Admin fee / account holder | $150 | $384-61.1% | $5,351-97.2% | $847-82.3% |