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 |
|---|---|---|
LAUREN COREY CONSULTING, LLC3 years Service code 10 · EIN 47-2806175 2 MONUMENT SQUARE STE 802 · PORTLAND, ME 04101 | Accounting | $14,283 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLEY US, LLP Service code 27 · EIN 46-2648231 PO BOX 7398 · MADISON, WI 53707 | Advisory (Plan) | $8,583 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,071 | $69,763+118.0% | $67,502+125.3% | $74,495+104.1% |
| Participation rate | 99.1% | 71.4%+27.7pp | 72.9%+26.2pp | 67.2%+31.9pp |
| Annual return | 14.19% | -40.34%+54.5pp | 3512.12%-3497.9pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $5,129 | $2,704+89.7% | $2,731+87.8% | $2,623+95.5% |
| Participant deferral / active EE | $6,081 | $3,636+67.2% | $4,000+52.0% | $4,346+39.9% |
| Admin fee / account holder | $177 | $896-80.3% | $3,998-95.6% | $1,942-90.9% |