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 | $36,434 |
RSM US LLP2 years Service code 15 · EIN 42-0714325 | Recordkeeping | $18,752 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,700 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $126,034 | $64,909+94.2% | $82,313+53.1% | $62,292+102.3% |
| Participation rate | 93.6% | 74.9%+18.7pp | 76.9%+16.7pp | 69.5%+24.1pp |
| Annual return | 23.19% | 21.18%+2.0pp | 25.88%-2.7pp | 28.90%-5.7pp |
| Employer contribution / active EE | $3,184 | $1,676+89.9% | $2,428+31.1% | $2,042+55.9% |
| Participant deferral / active EE | $6,594 | $3,103+112.5% | $3,706+77.9% | $3,169+108.1% |
| Admin fee / account holder | $363 | $440-17.3% | $5,608-93.5% | $479-24.2% |