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 |
|---|---|---|
WILLIAM BLAIR1 year Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $22,801 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $147,744 | $71,192+107.5% | $117,854+25.4% | $62,292+137.2% |
| Participation rate | 65.3% | 74.2%-8.9pp | 79.7%-14.4pp | 69.5%-4.2pp |
| Annual return | 20.05% | 18.66%+1.4pp | 335.08%-315.0pp | 28.90%-8.8pp |
| Employer contribution / active EE | $3,292 | $1,934+70.3% | $3,786-13.0% | $2,042+61.2% |
| Participant deferral / active EE | $4,941 | $3,189+55.0% | $4,482+10.2% | $3,169+55.9% |
| Admin fee / account holder | $270 | $587-54.0% | $8,020-96.6% | $479-43.7% |