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 8-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 Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,743 |
CETERA ADVISOR NETWORKS LLC2 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $7,170 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,137 | $49,138-6.1% | $84,015-45.1% | $65,185-29.2% |
| Participation rate | 87.1% | 60.7%+26.4pp | 69.0%+18.1pp | 70.2%+16.9pp |
| Annual return | 25.80% | 23.00%+2.8pp | 71.31%-45.5pp | 29.38%-3.6pp |
| Employer contribution / active EE | $1,754 | $914+91.9% | $1,983-11.6% | $2,177-19.4% |
| Participant deferral / active EE | $4,909 | $2,397+104.8% | $3,239+51.6% | $3,514+39.7% |
| Admin fee / account holder | $212 | $543-61.0% | $6,101-96.5% | $847-75.0% |