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 BLAIR2 years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $25,649 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,838 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,978 | $60,607-90.1% | $189,557-96.8% | $86,799-93.1% |
| Participation rate | 75.9% | 68.9%+7.0pp | 78.4%-2.5pp | 72.3%+3.6pp |
| Annual return | 11.86% | 65.18%-53.3pp | 64.17%-52.3pp | 97.91%-86.0pp |
| Employer contribution / active EE | $0 | $1,626-100.0% | $4,412-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,678 | $3,895-56.9% | $6,174-72.8% | $4,131-59.4% |
| Admin fee / account holder | $47 | $159-70.4% | $9,807-99.5% | $170-72.3% |