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 |
|---|---|---|
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $16,875 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$8,122 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,340 | $132,049+22.9% | $200,582-19.1% | $74,304+118.5% |
| Participation rate | 96.0% | 84.1%+12.0pp | 86.9%+9.2pp | 60.3%+35.7pp |
| Annual return | 16.93% | 22.22%-5.3pp | 42.33%-25.4pp | 29.43%-12.5pp |
| Employer contribution / active EE | $5,855 | $4,558+28.5% | $6,419-8.8% | $2,241+161.3% |
| Participant deferral / active EE | $5,395 | $7,213-25.2% | $9,331-42.2% | $3,767+43.2% |
| Admin fee / account holder | $33 | $2,405-98.6% | $16,305-99.8% | $2,969-98.9% |