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 |
|---|---|---|
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 | Accounting | $15,140 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,681 |
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 | $68,086 | $77,660-12.3% | $109,143-37.6% | $79,386-14.2% |
| Participation rate | 33.0% | 67.8%-34.8pp | 75.9%-42.9pp | 70.7%-37.7pp |
| Annual return | 22.00% | 23.44%-1.4pp | 25.75%-3.8pp | 116.85%-94.9pp |
| Employer contribution / active EE | $921 | $2,797-67.1% | $3,722-75.3% | $2,427-62.1% |
| Participant deferral / active EE | $1,679 | $3,518-52.3% | $4,653-63.9% | $4,046-58.5% |
| Admin fee / account holder | $257 | $732-64.9% | $6,752-96.2% | $626-59.0% |