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 | $42,956 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,852 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $96,969 | $54,320+78.5% | $67,652+43.3% | $52,331+85.3% |
| Participation rate | 93.3% | 73.6%+19.7pp | 75.7%+17.6pp | 68.1%+25.2pp |
| Annual return | -0.58% | 6.81%-7.4pp | 6625.04%-6625.6pp | 4.54%-5.1pp |
| Employer contribution / active EE | $2,973 | $1,544+92.6% | $2,266+31.2% | $1,882+58.0% |
| Participant deferral / active EE | $5,993 | $2,950+103.2% | $3,560+68.4% | $3,022+98.3% |
| Admin fee / account holder | $260 | $527-50.6% | $4,821-94.6% | $592-56.0% |