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, LLP2 years Service code 10 99 WOOD AVENUE SOUTH · ISELIN, NY 08830 | Accounting | $16,135 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$60,367 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,731 | $71,057-21.6% | $93,654-40.5% | $80,874-31.1% |
| Participation rate | 45.7% | 60.4%-14.7pp | 68.7%-23.0pp | 67.6%-21.9pp |
| Annual return | 15.59% | 11.26%+4.3pp | 133.34%-117.8pp | 35.62%-20.0pp |
| Employer contribution / active EE | $67,138 | $1,564+4193.0% | $2,421+2673.3% | $2,756+2336.4% |
| Participant deferral / active EE | $143,245 | $4,034+3451.0% | $4,413+3146.2% | $4,297+3233.7% |
| Admin fee / account holder | -$60 | $6,944-100.9% | $8,282-100.7% | $6,935-100.9% |