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 | $23,158 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,925 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $86,230 | $75,183+14.7% | $123,892-30.4% | $55,167+56.3% |
| Participation rate | 74.4% | 72.8%+1.6pp | 81.4%-7.0pp | 69.0%+5.4pp |
| Annual return | 11.01% | 19.01%-8.0pp | 47.52%-36.5pp | 169.23%-158.2pp |
| Employer contribution / active EE | $1,492 | $2,823-47.2% | $4,617-67.7% | $1,963-24.0% |
| Participant deferral / active EE | $4,508 | $5,084-11.3% | $5,984-24.7% | $3,054+47.6% |
| Admin fee / account holder | $218 | $663-67.0% | $8,357-97.4% | $504-56.7% |