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 Service code 27 · EIN 30-1413443 | Advisory (Plan) | $11,025 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,532 |
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 | $69,312 | $80,724-14.1% | $103,333-32.9% | $74,495-7.0% |
| Participation rate | 34.4% | 65.7%-31.3pp | 74.5%-40.1pp | 67.2%-32.8pp |
| Annual return | 20.31% | 27.56%-7.2pp | 24.88%-4.6pp | 1364.94%-1344.6pp |
| Employer contribution / active EE | $1,098 | $3,157-65.2% | $3,868-71.6% | $2,623-58.2% |
| Participant deferral / active EE | $1,914 | $3,860-50.4% | $5,057-62.2% | $4,346-56.0% |
| Admin fee / account holder | $188 | $2,368-92.1% | $8,355-97.8% | $1,942-90.3% |