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 | $56,997 |
WILLIAM BLAIR3 years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $14,611 |
GOOD LIFE ADVISORS, LLC1 year Service code 27 · EIN 47-1058535 | Advisory (Plan) | $5,336 |
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 | $50,863 | $89,652-43.3% | $141,162-64.0% | $65,185-22.0% |
| Participation rate | 95.6% | 74.7%+20.9pp | 82.5%+13.1pp | 70.2%+25.4pp |
| Annual return | 22.98% | 32.79%-9.8pp | 71.39%-48.4pp | 29.38%-6.4pp |
| Employer contribution / active EE | $730 | $3,065-76.2% | $4,735-84.6% | $2,177-66.5% |
| Participant deferral / active EE | $3,532 | $5,691-37.9% | $6,709-47.3% | $3,514+0.5% |
| Admin fee / account holder | $236 | $569-58.6% | $10,261-97.7% | $847-72.2% |