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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,043 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $8,250 |
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 | $33,773 | $64,286-47.5% | $90,951-62.9% | $73,409-54.0% |
| Participation rate | 72.7% | 63.6%+9.1pp | 69.0%+3.7pp | 72.2%+0.5pp |
| Annual return | 17.56% | 21.45%-3.9pp | 134.60%-117.0pp | 59.29%-41.7pp |
| Employer contribution / active EE | $444 | $895-50.3% | $2,122-79.1% | $2,234-80.1% |
| Participant deferral / active EE | $1,441 | $2,453-41.2% | $3,373-57.3% | $3,805-62.1% |
| Admin fee / account holder | $21 | $287-92.8% | $5,959-99.7% | $158-87.0% |