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+ years Filed as: VALMARK SECURITIES Service code 53 | Insurance Commissions | $30,195 |
Filed as: PRUDENTIAL RET. INS. AND ANNUTIY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $455 |
Filed as: JOHN HANCOCK USA Service code 37 · EIN 01-0233346 | Loan Processing | $60 |
VALMARK ADVISERS INC1+ years Filed as: VALMARK SECURITIES INC. Service code 53 · EIN 34-1724087 | Insurance Commissions | $0 |
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 | $144,378 | $52,884+173.0% | $84,750+70.4% | $55,167+161.7% |
| Participation rate | 99.2% | 67.5%+31.7pp | 76.6%+22.6pp | 69.0%+30.2pp |
| Annual return | 14.83% | 18.03%-3.2pp | 22.78%-8.0pp | 169.23%-154.4pp |
| Employer contribution / active EE | $5,020 | $2,233+124.7% | $3,574+40.4% | $1,963+155.8% |
| Participant deferral / active EE | $7,566 | $2,644+186.2% | $3,712+103.9% | $3,054+147.7% |
| Admin fee / account holder | $27 | $581-95.3% | $5,332-99.5% | $504-94.6% |