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 | $27,538 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,800 |
ADP BROKER-DEALER3+ 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 | $102,959 | $80,753+27.5% | $136,294-24.5% | $62,292+65.3% |
| Participation rate | 77.5% | 73.5%+4.0pp | 81.9%-4.4pp | 69.5%+8.0pp |
| Annual return | 17.54% | 35.83%-18.3pp | 5155.94%-5138.4pp | 28.90%-11.4pp |
| Employer contribution / active EE | $1,562 | $2,884-45.8% | $4,695-66.7% | $2,042-23.5% |
| Participant deferral / active EE | $4,863 | $5,164-5.8% | $6,247-22.2% | $3,169+53.5% |
| Admin fee / account holder | $247 | $525-53.0% | $9,243-97.3% | $479-48.5% |