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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $22,197 |
WILLIAM BLAIR1 year Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $19,373 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $51,427 | $59,186-13.1% | $76,768-33.0% | $56,287-8.6% |
| Participation rate | 81.8% | 75.2%+6.6pp | 77.0%+4.9pp | 69.9%+12.0pp |
| Annual return | 0.96% | 6.62%-5.7pp | 2.43%-1.5pp | -9.96%+10.9pp |
| Employer contribution / active EE | $2,296 | $1,759+30.5% | $2,485-7.6% | $2,111+8.7% |
| Participant deferral / active EE | $6,531 | $3,255+100.7% | $3,852+69.6% | $3,350+95.0% |
| Admin fee / account holder | $301 | $489-38.4% | $6,675-95.5% | $521-42.2% |