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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,545 |
WILLIAM BLAIR1 year Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $8,115 |
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 | $52,469 | $80,753-35.0% | $136,294-61.5% | $62,292-15.8% |
| Participation rate | 77.3% | 73.5%+3.8pp | 81.9%-4.6pp | 69.5%+7.8pp |
| Annual return | 18.03% | 35.83%-17.8pp | 5155.94%-5137.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $634 | $2,884-78.0% | $4,695-86.5% | $2,042-69.0% |
| Participant deferral / active EE | $2,725 | $5,164-47.2% | $6,247-56.4% | $3,169-14.0% |
| Admin fee / account holder | $210 | $525-60.1% | $9,243-97.7% | $479-56.2% |