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 |
|---|---|---|
KREISCHER MILLER1 year Filed as: KREISCHER MILLER CARROLL ENGINEERIN Service code 15 · EIN 23-1980475 | Recordkeeping | $12,826 |
WILLIAM BLAIR1 year Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $11,327 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,682 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $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 | $235,199 | $85,766+174.2% | $136,294+72.6% | $70,131+235.4% |
| Participation rate | 82.4% | 74.2%+8.2pp | 81.9%+0.4pp | 69.5%+12.8pp |
| Annual return | 17.23% | 31.45%-14.2pp | 5155.94%-5138.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,315 | $2,966-55.7% | $4,695-72.0% | $2,342-43.9% |
| Participant deferral / active EE | $4,959 | $5,051-1.8% | $6,247-20.6% | $3,332+48.8% |
| Admin fee / account holder | $336 | $5,420-93.8% | $9,243-96.4% | $4,645-92.8% |