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 BLAIR & CO. Service code 55 · EIN 36-2214610 | Other Commissions | $23,228 |
Service code 37 · EIN 04-2647786 | Loan Processing | $544 |
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 | $88,576 | $89,652-1.2% | $141,162-37.3% | $65,185+35.9% |
| Participation rate | 89.5% | 74.7%+14.8pp | 82.5%+7.1pp | 70.2%+19.3pp |
| Annual return | 22.14% | 32.79%-10.7pp | 71.39%-49.3pp | 29.38%-7.2pp |
| Employer contribution / active EE | $3,108 | $3,065+1.4% | $4,735-34.4% | $2,177+42.8% |
| Participant deferral / active EE | $5,583 | $5,691-1.9% | $6,709-16.8% | $3,514+58.9% |
| Admin fee / account holder | $4 | $569-99.2% | $10,261-100.0% | $847-99.5% |