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, LLP4 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 70 · EIN 39-0859910 | Consulting Fees | $12,075 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,475 | $58,320+50.0% | $86,436+1.2% | $66,914+30.7% |
| Participation rate | 96.8% | 78.6%+18.2pp | 80.3%+16.5pp | 69.8%+27.0pp |
| Annual return | -14.52% | -9.71%-4.8pp | 4394.89%-4409.4pp | 1.58%-16.1pp |
| Employer contribution / active EE | $3,616 | $2,615+38.3% | $3,769-4.0% | $2,544+42.1% |
| Participant deferral / active EE | $10,713 | $6,899+55.3% | $6,952+54.1% | $4,237+152.9% |
| Admin fee / account holder | $46 | $546-91.5% | $6,731-99.3% | $593-92.2% |