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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,207 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 | Accounting | $13,509 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,801 | $64,119-27.0% | $112,228-58.3% | $66,914-30.1% |
| Participation rate | 34.5% | 68.5%-33.9pp | 75.1%-40.5pp | 69.8%-35.3pp |
| Annual return | -32.95% | -13.81%-19.1pp | 27.45%-60.4pp | 1.58%-34.5pp |
| Employer contribution / active EE | $1,166 | $3,005-61.2% | $3,635-67.9% | $2,544-54.2% |
| Participant deferral / active EE | $2,045 | $3,693-44.6% | $4,728-56.7% | $4,237-51.7% |
| Admin fee / account holder | $246 | $625-60.7% | $6,410-96.2% | $593-58.6% |