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 7-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 BLAIR1 year Filed as: WILLIAM E HAMM AND ASSOCIATES, INC. Service code 99 | Other Fees | $47,607 |
MORNINGSTAR3+ years Service code 27 | Advisory (Plan) | $2,890 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
WILLIAM BLAIR1 year Filed as: WILLIAM E HAMM AND ASSOCIATES, INC Service code 99 · EIN 59-3331424 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,421 | $51,288-52.4% | $81,983-70.2% | $73,409-66.7% |
| Participation rate | 57.8% | 64.0%-6.2pp | 69.2%-11.5pp | 72.2%-14.4pp |
| Annual return | 13.71% | 29.48%-15.8pp | 41.31%-27.6pp | 59.29%-45.6pp |
| Employer contribution / active EE | $410 | $1,487-72.4% | $2,498-83.6% | $2,234-81.6% |
| Participant deferral / active EE | $2,415 | $2,715-11.1% | $3,722-35.1% | $3,805-36.5% |
| Admin fee / account holder | $27 | $125-78.1% | $5,664-99.5% | $158-82.6% |