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 27 · EIN 59-3331424 | Advisory (Plan) | $25,260 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,891 |
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 | $43,308 | $70,002-38.1% | $115,037-62.4% | $52,331-17.2% |
| Participation rate | 95.5% | 72.1%+23.4pp | 81.4%+14.1pp | 68.1%+27.4pp |
| Annual return | 0.70% | 4.04%-3.3pp | 26.14%-25.4pp | 4.54%-3.8pp |
| Employer contribution / active EE | $2,598 | $2,715-4.3% | $4,608-43.6% | $1,882+38.1% |
| Participant deferral / active EE | $8,017 | $4,920+63.0% | $6,026+33.0% | $3,022+165.3% |
| Admin fee / account holder | $15 | $566-97.4% | $8,175-99.8% | $592-97.5% |