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 27 · EIN 59-3331424 | Advisory (Plan) | $25,245 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,407 |
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 | $46,748 | $75,183-37.8% | $123,892-62.3% | $55,167-15.3% |
| Participation rate | 93.5% | 72.8%+20.7pp | 81.4%+12.1pp | 69.0%+24.5pp |
| Annual return | 9.96% | 19.01%-9.1pp | 47.52%-37.6pp | 169.23%-159.3pp |
| Employer contribution / active EE | $2,618 | $2,823-7.3% | $4,617-43.3% | $1,963+33.4% |
| Participant deferral / active EE | $8,222 | $5,084+61.7% | $5,984+37.4% | $3,054+169.2% |
| Admin fee / account holder | $13 | $663-98.0% | $8,357-99.8% | $504-97.4% |