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 |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $190 |
VALMARK ADVISERS INC1 year Filed as: VALMARK ADVISERS, INC. Service code 26 · EIN 31-1509466 | Advisory (Participants) | $0 |
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 | $80,960 | $80,753+0.3% | $136,294-40.6% | $62,292+30.0% |
| Participation rate | 94.1% | 73.5%+20.6pp | 81.9%+12.2pp | 69.5%+24.6pp |
| Annual return | 18.36% | 35.83%-17.5pp | 5155.94%-5137.6pp | 28.90%-10.5pp |
| Employer contribution / active EE | $3,035 | $2,884+5.2% | $4,695-35.4% | $2,042+48.6% |
| Participant deferral / active EE | $7,155 | $5,164+38.5% | $6,247+14.5% | $3,169+125.8% |
| Admin fee / account holder | $76 | $525-85.6% | $9,243-99.2% | $479-84.2% |