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 Filed as: BAKER TILLY VIRCHOW DRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $13,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,250 |
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 | $102,748 | $66,813+53.8% | $100,516+2.2% | $73,488+39.8% |
| Participation rate | 94.7% | 77.5%+17.2pp | 79.4%+15.3pp | 70.7%+24.0pp |
| Annual return | 16.99% | 25.70%-8.7pp | 30.89%-13.9pp | 28.51%-11.5pp |
| Employer contribution / active EE | $2,877 | $2,147+34.0% | $3,418-15.8% | $2,270+26.7% |
| Participant deferral / active EE | $9,122 | $5,883+55.1% | $6,270+45.5% | $3,740+143.9% |
| Admin fee / account holder | $64 | $512-87.6% | $8,081-99.2% | $513-87.6% |