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 INC5+ years Filed as: VALMARK SECURITIES INC. Service code 53 · EIN 34-1724087 | Insurance Commissions | $55,971 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $31,558 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $213,905 | $69,362+208.4% | $101,248+111.3% | $73,488+191.1% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 17.32% | 18.46%-1.1pp | 46.47%-29.2pp | 28.51%-11.2pp |
| Employer contribution / active EE | $4,962 | $2,628+88.8% | $3,660+35.6% | $2,270+118.6% |
| Participant deferral / active EE | $8,063 | $3,300+144.3% | $4,370+84.5% | $3,740+115.6% |
| Admin fee / account holder | $539 | $704-23.4% | $5,945-90.9% | $513+5.0% |