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 Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 4807 INNOVATE LN · MADISON, WI 53718 | Accounting | $9,157 |
DELUZIO & COMPANY, LLP2 years Filed as: DELUZIO & COMPANY LLP Service code 10 351 HARVEY AVE STE A · GREENSBURG, PA 15601 | Accounting | $0 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,429 | $47,126-29.1% | $149,673-77.7% | $74,419-55.1% |
| Participation rate | 56.4% | 63.4%-7.0pp | 78.8%-22.4pp | 70.7%-14.3pp |
| Annual return | 14.94% | 22.75%-7.8pp | 134.42%-119.5pp | 34.38%-19.4pp |
| Employer contribution / active EE | $1,519 | $1,905-20.3% | $4,818-68.5% | $2,637-42.4% |
| Participant deferral / active EE | $2,044 | $2,728-25.1% | $5,680-64.0% | $4,528-54.9% |
| Admin fee / account holder | $29 | $343-91.5% | $13,210-99.8% | $348-91.6% |