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 BLAIR2 years Filed as: WILLIAM E HAMM AND ASSOCIATES, INC. Service code 99 | Other Fees | $53,002 |
Service code 49 · EIN 71-0294708 PO BOX 54 · FRANKLIN SQ, NY 11010 | Other Services | $16,290 |
MORNINGSTAR4+ years Service code 27 | Advisory (Plan) | $2,777 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $974 |
WILLIAM BLAIR2 years Filed as: WILLIAM E HAMM AND ASSOCIATES, INC Service code 99 · EIN 59-3331424 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,363 | $58,347-53.1% | $85,682-68.1% | $86,799-68.5% |
| Participation rate | 75.6% | 64.9%+10.6pp | 69.9%+5.7pp | 72.3%+3.3pp |
| Annual return | -7.49% | 18.43%-25.9pp | 21.49%-29.0pp | 97.91%-105.4pp |
| Employer contribution / active EE | $1,458 | $1,751-16.7% | $2,618-44.3% | $2,405-39.4% |
| Participant deferral / active EE | $4,922 | $3,065+60.6% | $3,923+25.5% | $4,131+19.1% |
| Admin fee / account holder | $31 | $147-78.7% | $6,873-99.5% | $170-81.5% |