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 27 · EIN 59-3331424 | Advisory (Plan) | $22,730 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,538 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,335 | $56,629+43.6% | $77,999+4.3% | $55,167+47.4% |
| Participation rate | 93.3% | 73.3%+20.0pp | 75.5%+17.8pp | 69.0%+24.3pp |
| Annual return | 7.38% | 2866.98%-2859.6pp | 425.96%-418.6pp | 169.23%-161.8pp |
| Employer contribution / active EE | $1,564 | $1,723-9.3% | $2,470-36.7% | $1,963-20.3% |
| Participant deferral / active EE | $4,235 | $2,777+52.5% | $3,497+21.1% | $3,054+38.7% |
| Admin fee / account holder | $21 | $467-95.6% | $5,480-99.6% | $504-95.9% |