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 AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $16,665 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,625 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,554 | $69,977-30.6% | $108,579-55.3% | $62,891-22.8% |
| Participation rate | 94.4% | 72.9%+21.5pp | 79.6%+14.9pp | 69.3%+25.1pp |
| Annual return | 9.09% | 10.73%-1.6pp | -51.70%+60.8pp | 20.14%-11.1pp |
| Employer contribution / active EE | $5,316 | $2,135+149.0% | $3,758+41.4% | $2,281+133.1% |
| Participant deferral / active EE | $9,723 | $3,165+207.2% | $4,311+125.6% | $3,203+203.6% |
| Admin fee / account holder | $173 | $5,076-96.6% | $7,645-97.7% | $4,296-96.0% |