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, LLP1 year Service code 99 · EIN 39-0859910 | Other Fees | $14,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,685 | $52,293-31.8% | $178,490-80.0% | $73,409-51.4% |
| Participation rate | 90.8% | 65.3%+25.5pp | 81.9%+8.9pp | 72.2%+18.6pp |
| Annual return | 14.09% | 34.75%-20.7pp | 151.07%-137.0pp | 59.29%-45.2pp |
| Employer contribution / active EE | $1,415 | $1,735-18.4% | $5,011-71.8% | $2,234-36.6% |
| Participant deferral / active EE | $3,475 | $2,332+49.0% | $5,202-33.2% | $3,805-8.7% |
| Admin fee / account holder | $50 | $127-60.5% | $13,984-99.6% | $158-68.2% |