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 & ASSOCIATES DBA IND Service code 28 · EIN 59-3331424 | Investment Management | $6,691 |
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 | $52,893 | $39,859+32.7% | $78,689-32.8% | $57,658-8.3% |
| Participation rate | 99.7% | 66.1%+33.6pp | 73.6%+26.2pp | 70.2%+29.5pp |
| Annual return | 6.32% | 18.96%-12.6pp | 62.18%-55.9pp | 5.13%+1.2pp |
| Employer contribution / active EE | $4,662 | $1,786+161.1% | $2,851+63.6% | $1,974+136.2% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $6 | $76-91.8% | $4,510-99.9% | $95-93.4% |