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 year Filed as: WILLIAM BLAIR & CO. Service code 55 · EIN 33-6723191 | Other Commissions | $23,512 |
Service code 37 · EIN 04-2647786 | Loan Processing | $394 |
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 | $75,150 | $73,102+2.8% | $123,544-39.2% | $56,287+33.5% |
| Participation rate | 91.2% | 74.3%+16.9pp | 82.3%+8.9pp | 69.9%+21.3pp |
| Annual return | -5.12% | 3.01%-8.1pp | 119.20%-124.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $2,201 | $2,977-26.1% | $4,628-52.4% | $2,111+4.3% |
| Participant deferral / active EE | $4,721 | $5,423-12.9% | $6,426-26.5% | $3,350+40.9% |
| Admin fee / account holder | $3 | $554-99.4% | $9,284-100.0% | $521-99.3% |