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 |
|---|---|---|
GOODWIN PROCTER LLP5 years Service code 29 · EIN 04-1378465 | Legal | $539,333 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $403,560 |
BAKER TILLY US, LLP7+ years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 21 · EIN 39-0859910 | Bank Trustee | $52,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,521 | $101,517+43.3% | $189,557-23.2% | $101,517+43.3% |
| Participation rate | 92.1% | 74.6%+17.5pp | 78.4%+13.6pp | 74.6%+17.5pp |
| Annual return | 16.65% | 21.00%-4.4pp | 64.17%-47.5pp | 21.00%-4.4pp |
| Employer contribution / active EE | $5,734 | $2,973+92.9% | $4,412+29.9% | $2,973+92.9% |
| Participant deferral / active EE | $9,209 | $4,873+89.0% | $6,174+49.2% | $4,873+89.0% |
| Admin fee / account holder | $123 | $139-11.8% | $9,807-98.7% | $139-11.8% |