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 VIRCHOW KRAUSE, LLP Service code 16 · EIN 39-0859910 | Consulting | $13,030 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,550 |
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 | $144,301 | $73,102+97.4% | $123,544+16.8% | $56,287+156.4% |
| Participation rate | 97.4% | 74.3%+23.1pp | 82.3%+15.1pp | 69.9%+27.5pp |
| Annual return | -4.66% | 3.01%-7.7pp | 119.20%-123.9pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,601 | $2,977-12.6% | $4,628-43.8% | $2,111+23.2% |
| Participant deferral / active EE | $9,150 | $5,423+68.7% | $6,426+42.4% | $3,350+173.2% |
| Admin fee / account holder | $99 | $554-82.2% | $9,284-98.9% | $521-81.0% |