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, LLP1 year Filed as: BAKER TILLY US,LLP Service code 10 · EIN 37-1444529 | Accounting | $22,740 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,017 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,185 | $80,968+22.5% | $96,544+2.7% | $75,163+32.0% |
| Participation rate | 98.9% | 71.8%+27.1pp | 76.0%+22.9pp | 67.2%+31.7pp |
| Annual return | 17.00% | 27.06%-10.1pp | 25.84%-8.8pp | 160.62%-143.6pp |
| Employer contribution / active EE | $5,186 | $2,282+127.3% | $2,965+74.9% | $2,670+94.3% |
| Participant deferral / active EE | $8,653 | $3,928+120.3% | $4,851+78.4% | $4,125+109.8% |
| Admin fee / account holder | $437 | $6,724-93.5% | $8,252-94.7% | $5,651-92.3% |