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 |
|---|---|---|
Service code 27 · EIN 37-1444529 | Advisory (Plan) | $24,514 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,332 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY US,LLP Service code 10 · EIN 30-1413443 | Accounting | $15,750 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $3,673 |
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 | $101,531 | $79,171+28.2% | $102,423-0.9% | $74,495+36.3% |
| Participation rate | 98.0% | 74.8%+23.2pp | 76.5%+21.5pp | 67.2%+30.8pp |
| Annual return | 14.55% | 54.93%-40.4pp | 29.32%-14.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $4,707 | $2,362+99.2% | $3,023+55.7% | $2,623+79.4% |
| Participant deferral / active EE | $7,665 | $4,415+73.6% | $5,053+51.7% | $4,346+76.4% |
| Admin fee / account holder | $533 | $2,001-73.3% | $9,451-94.4% | $1,942-72.5% |