See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,553 |
BAKER TILLY US, LLP3 years Service code 27 · EIN 30-1413443 | Advisory (Plan) | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,994 | $95,880-32.2% | $107,525-39.6% | $85,563-24.0% |
| Participation rate | 35.1% | 70.1%-35.0pp | 75.1%-39.9pp | 66.0%-30.8pp |
| Annual return | 17.81% | 68.06%-50.2pp | 181.32%-163.5pp | 31.51%-13.7pp |
| Employer contribution / active EE | $1,027 | $3,812-73.1% | $3,754-72.6% | $2,654-61.3% |
| Participant deferral / active EE | $1,756 | $4,201-58.2% | $5,116-65.7% | $4,375-59.9% |
| Admin fee / account holder | $147 | $1,025-85.6% | $8,919-98.3% | $834-82.4% |