Filed September 16, 2022
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 | $42,459 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,743 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $90,565 | $72,770+24.5% | $67,652+33.9% | $55,191+64.1% |
| Participation rate | 96.4% | 78.8%+17.6pp | 75.7%+20.7pp | 69.2%+27.2pp |
| Annual return | -1.46% | -3.26%+1.8pp | 6625.04%-6626.5pp | 10.78%-12.2pp |
| Employer contribution / active EE | $3,637 | $1,769+105.5% | $2,266+60.5% | $1,899+91.5% |
| Participant deferral / active EE | $5,558 | $3,408+63.1% | $3,560+56.1% | $3,046+82.5% |
| Admin fee / account holder | $172 | $79+118.2% | $4,821-96.4% | $91+89.4% |