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 BLAIR2 years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $19,427 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,000 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $51,913 | $59,186-12.3% | $76,768-32.4% | $56,287-7.8% |
| Participation rate | 85.1% | 75.2%+9.9pp | 77.0%+8.2pp | 69.9%+15.3pp |
| Annual return | -4.73% | 6.62%-11.3pp | 2.43%-7.2pp | -9.96%+5.2pp |
| Employer contribution / active EE | $2,832 | $1,759+61.0% | $2,485+14.0% | $2,111+34.2% |
| Participant deferral / active EE | $3,953 | $3,255+21.5% | $3,852+2.6% | $3,350+18.0% |
| Admin fee / account holder | $204 | $489-58.3% | $6,675-96.9% | $521-60.8% |