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 27 · EIN 31-1509466 | Advisory (Plan) | $39,286 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $34,894 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,074 | $106,028-24.5% | $146,958-45.5% | $77,643+3.1% |
| Participation rate | 74.0% | 78.4%-4.4pp | 82.2%-8.2pp | 70.6%+3.4pp |
| Annual return | 21.28% | 56.73%-35.5pp | 418.34%-397.1pp | 31.24%-10.0pp |
| Employer contribution / active EE | $3,793 | $4,063-6.6% | $4,933-23.1% | $2,726+39.2% |
| Participant deferral / active EE | $9,515 | $7,990+19.1% | $8,070+17.9% | $4,647+104.7% |
| Admin fee / account holder | $246 | $337-27.2% | $12,998-98.1% | $430-42.9% |