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 INC7+ years Filed as: VALMARK SECURITIES INC. Service code 53 · EIN 34-1724087 | Insurance Commissions | $55,113 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $32,393 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,211 | $64,119+193.5% | $112,228+67.7% | $66,914+181.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -15.28% | -13.81%-1.5pp | 27.45%-42.7pp | 1.58%-16.9pp |
| Employer contribution / active EE | $4,932 | $3,005+64.1% | $3,635+35.7% | $2,544+93.8% |
| Participant deferral / active EE | $8,357 | $3,693+126.3% | $4,728+76.8% | $4,237+97.2% |
| Admin fee / account holder | $518 | $625-17.2% | $6,410-91.9% | $593-12.7% |