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 INC2+ years Filed as: VALMARK SECURITIES INC. Service code 53 · EIN 34-1724087 | Insurance Commissions | $46,438 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $25,651 |
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 | $171,698 | $58,726+192.4% | $92,233+86.2% | $62,292+175.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 18.13% | 43.62%-25.5pp | 176.28%-158.2pp | 28.90%-10.8pp |
| Employer contribution / active EE | $4,698 | $2,392+96.4% | $3,679+27.7% | $2,042+130.0% |
| Participant deferral / active EE | $7,186 | $2,766+159.8% | $3,897+84.4% | $3,169+126.8% |
| Admin fee / account holder | $462 | $556-17.0% | $5,194-91.1% | $479-3.6% |