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 BLAIR3+ years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $47,029 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $19,097 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,280 | $96,458-81.0% | $136,294-86.6% | $77,958-76.6% |
| Participation rate | 49.6% | 75.4%-25.8pp | 81.9%-32.3pp | 71.6%-22.1pp |
| Annual return | 30.78% | 23.78%+7.0pp | 5155.94%-5125.2pp | 20.87%+9.9pp |
| Employer contribution / active EE | $742 | $3,144-76.4% | $4,695-84.2% | $2,310-67.9% |
| Participant deferral / active EE | $3,367 | $5,902-43.0% | $6,247-46.1% | $3,537-4.8% |
| Admin fee / account holder | $69 | $80-13.8% | $9,243-99.2% | $97-28.8% |