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, LLP5 years Service code 10 · EIN 30-1413443 | Accounting | $25,420 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,133 | $55,331-79.9% | $81,812-86.4% | $199,593-94.4% |
| Participation rate | 96.3% | 62.5%+33.8pp | 72.3%+24.0pp | 72.0%+24.3pp |
| Annual return | 12.82% | 19.59%-6.8pp | 773.79%-761.0pp | 34.25%-21.4pp |
| Employer contribution / active EE | $617 | $2,101-70.6% | $2,912-78.8% | $3,034-79.7% |
| Participant deferral / active EE | $646 | $3,283-80.3% | $4,319-85.0% | $5,087-87.3% |
| Admin fee / account holder | $30 | $346-91.3% | $7,386-99.6% | $269-88.8% |