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, LLP7+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $12,974 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,009 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,261 | $102,553+6.5% | $151,611-27.9% | $66,914+63.3% |
| Participation rate | 99.5% | 85.5%+14.0pp | 87.5%+12.0pp | 69.8%+29.7pp |
| Annual return | -18.96% | -10.82%-8.1pp | 3.33%-22.3pp | 1.58%-20.5pp |
| Employer contribution / active EE | $5,031 | $4,180+20.4% | $6,166-18.4% | $2,544+97.7% |
| Participant deferral / active EE | $4,565 | $6,641-31.3% | $8,363-45.4% | $4,237+7.7% |
| Admin fee / account holder | $28 | $630-95.6% | $11,616-99.8% | $593-95.3% |