Filed August 24, 2026
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 BLAIR4+ years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $35,910 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,634 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $24,491 | $47,977-49.0% | $154,107-84.1% | $56,287-56.5% |
| Participation rate | 92.6% | 66.2%+26.4pp | 83.0%+9.5pp | 69.9%+22.7pp |
| Annual return | -5.10% | 3.54%-8.6pp | 735.12%-740.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $655 | $2,169-69.8% | $5,298-87.6% | $2,111-69.0% |
| Participant deferral / active EE | $3,155 | $2,392+31.9% | $5,081-37.9% | $3,350-5.8% |
| Admin fee / account holder | $177 | $438-59.5% | $13,411-98.7% | $521-66.0% |