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 BLAIR3+ years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $54,097 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,325 |
ADP BROKER-DEALER3+ 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 | $70,641 | $80,753-12.5% | $136,294-48.2% | $62,292+13.4% |
| Participation rate | 96.9% | 73.5%+23.3pp | 81.9%+14.9pp | 69.5%+27.3pp |
| Annual return | 18.22% | 35.83%-17.6pp | 5155.94%-5137.7pp | 28.90%-10.7pp |
| Employer contribution / active EE | $3,002 | $2,884+4.1% | $4,695-36.1% | $2,042+47.0% |
| Participant deferral / active EE | $8,121 | $5,164+57.3% | $6,247+30.0% | $3,169+156.3% |
| Admin fee / account holder | $220 | $525-58.2% | $9,243-97.6% | $479-54.2% |