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, LLP3 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $5,600 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $106,632 | $69,159+54.2% | $125,175-14.8% | $67,579+57.8% |
| Participation rate | 64.5% | 78.2%-13.7pp | 79.8%-15.3pp | 71.3%-6.8pp |
| Annual return | 21.56% | 27.12%-5.6pp | 43.79%-22.2pp | 378.56%-357.0pp |
| Employer contribution / active EE | $2,079 | $2,023+2.7% | $3,865-46.2% | $2,148-3.2% |
| Participant deferral / active EE | $3,925 | $3,700+6.1% | $4,937-20.5% | $3,539+10.9% |
| Admin fee / account holder | $13 | $142-90.7% | $9,702-99.9% | $142-90.7% |