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 INC3 years Filed as: VALMARK ADVISERS, INC. Service code 27 · EIN 31-1509466 | Advisory (Plan) | $40,805 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $38,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,449 | $62,603+44.5% | $104,294-13.3% | $66,914+35.2% |
| Participation rate | 95.4% | 59.6%+35.8pp | 73.3%+22.1pp | 69.8%+25.6pp |
| Annual return | -15.89% | -14.70%-1.2pp | 24.61%-40.5pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,418 | $1,972+22.7% | $3,372-28.3% | $2,544-4.9% |
| Participant deferral / active EE | $5,346 | $2,853+87.4% | $4,625+15.6% | $4,237+26.2% |
| Admin fee / account holder | $280 | $656-57.3% | $7,339-96.2% | $593-52.8% |