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 | $24,238 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,914 |
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 | $34,716 | $66,302-47.6% | $110,238-68.5% | $56,287-38.3% |
| Participation rate | 90.2% | 74.9%+15.3pp | 79.8%+10.4pp | 69.9%+20.4pp |
| Annual return | -5.50% | -1.18%-4.3pp | 314.74%-320.2pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,825 | $2,047-10.8% | $3,826-52.3% | $2,111-13.5% |
| Participant deferral / active EE | $4,037 | $3,381+19.4% | $4,672-13.6% | $3,350+20.5% |
| Admin fee / account holder | $255 | $698-63.5% | $8,547-97.0% | $521-51.1% |