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 BLAIR3 years Filed as: WILLIAM E HAMM AND ASSOCIATES, INC. Service code 99 | Other Fees | $41,099 |
Service code 49 · EIN 71-0294708 PO BOX 54 · FRANKLIN SQ, NY 11010 | Other Services | $7,626 |
MORNINGSTAR5+ years Service code 27 | Advisory (Plan) | $2,289 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $954 |
WILLIAM BLAIR3 years Filed as: WILLIAM E HAMM AND ASSOCIATES, INC Service code 99 · EIN 59-3331424 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,476 | $44,764-18.5% | $68,791-47.0% | $64,808-43.7% |
| Participation rate | 75.4% | 64.8%+10.7pp | 69.0%+6.4pp | 71.5%+4.0pp |
| Annual return | -14.87% | -10.91%-4.0pp | -6.38%-8.5pp | 32.82%-47.7pp |
| Employer contribution / active EE | $1,611 | $1,775-9.2% | $2,655-39.3% | $2,506-35.7% |
| Participant deferral / active EE | $4,299 | $3,238+32.8% | $3,941+9.1% | $4,310-0.3% |
| Admin fee / account holder | $94 | $151-37.9% | $4,932-98.1% | $188-49.9% |