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 BLAIR4+ years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $20,984 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,500 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $108,792 | $65,118+67.1% | $76,768+41.7% | $55,725+95.2% |
| Participation rate | 97.1% | 79.6%+17.4pp | 77.0%+20.1pp | 70.9%+26.2pp |
| Annual return | -3.75% | -1.27%-2.5pp | 2.43%-6.2pp | 244.93%-248.7pp |
| Employer contribution / active EE | $3,990 | $1,941+105.5% | $2,485+60.5% | $2,078+92.0% |
| Participant deferral / active EE | $5,960 | $3,688+61.6% | $3,852+54.7% | $3,356+77.6% |
| Admin fee / account holder | $87 | $116-25.0% | $6,675-98.7% | $115-24.6% |