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 year Filed as: VALMARK ADVISERS, INC. Service code 27 · EIN 31-1509466 | Advisory (Plan) | $41,935 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,829 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $24,177 |
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 | $91,761 | $59,328+54.7% | $118,925-22.8% | $73,488+24.9% |
| Participation rate | 91.2% | 62.3%+28.9pp | 75.4%+15.9pp | 70.7%+20.6pp |
| Annual return | 14.12% | 19.13%-5.0pp | 35.88%-21.8pp | 28.51%-14.4pp |
| Employer contribution / active EE | $2,679 | $1,803+48.6% | $3,263-17.9% | $2,270+18.0% |
| Participant deferral / active EE | $5,130 | $2,604+97.0% | $4,265+20.3% | $3,740+37.2% |
| Admin fee / account holder | $282 | $600-53.1% | $6,581-95.7% | $513-45.1% |