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 27 · EIN 59-3331424 | Advisory (Plan) | $31,294 |
WILLIAM BLAIR1 year Filed as: WILLIAM E HAMM AND ASSOCIATES Service code 27 9276 SCRANTON ROAD · SAN DIEGO, CA 92121 | Advisory (Plan) | $30,354 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,197 |
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 | $59,879 | $80,753-25.8% | $136,294-56.1% | $62,292-3.9% |
| Participation rate | 95.9% | 73.5%+22.4pp | 81.9%+14.0pp | 69.5%+26.4pp |
| Annual return | 30.19% | 35.83%-5.6pp | 5155.94%-5125.7pp | 28.90%+1.3pp |
| Employer contribution / active EE | $2,637 | $2,884-8.6% | $4,695-43.8% | $2,042+29.1% |
| Participant deferral / active EE | $8,129 | $5,164+57.4% | $6,247+30.1% | $3,169+156.5% |
| Admin fee / account holder | $11 | $525-97.9% | $9,243-99.9% | $479-97.7% |