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 INC2+ years Filed as: VALMARK ADVISERS, INC. Service code 26 · EIN 31-1509466 | Advisory (Participants) | $28,260 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $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 | $81,366 | $63,346+28.4% | $92,233-11.8% | $70,131+16.0% |
| Participation rate | 75.8% | 68.7%+7.1pp | 76.5%-0.7pp | 69.5%+6.2pp |
| Annual return | 25.90% | 530.12%-504.2pp | 176.28%-150.4pp | 73.14%-47.2pp |
| Employer contribution / active EE | $2,516 | $2,471+1.8% | $3,679-31.6% | $2,342+7.4% |
| Participant deferral / active EE | $5,292 | $2,854+85.5% | $3,897+35.8% | $3,332+58.8% |
| Admin fee / account holder | $288 | $3,840-92.5% | $5,194-94.4% | $4,645-93.8% |