See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $63,102 |
WILLIAM BLAIR1 year Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $32,609 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,664 | $26,479+0.7% | $74,701-64.3% | $77,787-65.7% |
| Participation rate | 42.5% | 37.6%+4.8pp | 54.5%-12.0pp | 73.2%-30.7pp |
| Annual return | 5.19% | 38.31%-33.1pp | 752.92%-747.7pp | 32.57%-27.4pp |
| Employer contribution / active EE | $667 | $440+51.7% | $1,084-38.5% | $2,504-73.4% |
| Participant deferral / active EE | $1,195 | $1,074+11.2% | $1,964-39.2% | $3,967-69.9% |
| Admin fee / account holder | $120 | $119+0.7% | $3,333-96.4% | $100+19.7% |