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+ years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $26,718 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,800 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,402 | $70,002-16.6% | $115,037-49.2% | $52,331+11.6% |
| Participation rate | 96.7% | 72.1%+24.6pp | 81.4%+15.4pp | 68.1%+28.6pp |
| Annual return | -14.14% | 4.04%-18.2pp | 26.14%-40.3pp | 4.54%-18.7pp |
| Employer contribution / active EE | $3,455 | $2,715+27.2% | $4,608-25.0% | $1,882+83.6% |
| Participant deferral / active EE | $8,463 | $4,920+72.0% | $6,026+40.4% | $3,022+180.0% |
| Admin fee / account holder | $111 | $566-80.4% | $8,175-98.6% | $592-81.2% |