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 BLAIR1+ years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $20,702 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,034 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $33,713 | $50,464-33.2% | $75,781-55.5% | $52,331-35.6% |
| Participation rate | 94.9% | 66.8%+28.2pp | 75.8%+19.1pp | 68.1%+26.8pp |
| Annual return | -0.57% | 1.03%-1.6pp | 9.68%-10.2pp | 4.54%-5.1pp |
| Employer contribution / active EE | $579 | $1,988-70.9% | $3,323-82.6% | $1,882-69.2% |
| Participant deferral / active EE | $3,274 | $2,570+27.4% | $3,651-10.3% | $3,022+8.3% |
| Admin fee / account holder | $105 | $1,103-90.5% | $5,299-98.0% | $592-82.2% |