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 26 · EIN 31-1509466 | Advisory (Participants) | $24,807 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $68,153 | $55,449+22.9% | $83,848-18.7% | $56,287+21.1% |
| Participation rate | 71.4% | 68.0%+3.4pp | 76.1%-4.7pp | 69.9%+1.6pp |
| Annual return | -6.03% | -1.38%-4.6pp | 850.88%-856.9pp | -9.96%+3.9pp |
| Employer contribution / active EE | $2,449 | $2,430+0.7% | $3,631-32.6% | $2,111+16.0% |
| Participant deferral / active EE | $4,922 | $2,935+67.7% | $4,082+20.6% | $3,350+46.9% |
| Admin fee / account holder | $359 | $656-45.3% | $5,478-93.5% | $521-31.1% |