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 64 · EIN 71-0294708 | Recordkeeping Fees | $36,519 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $12,133 |
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 | $205,178 | $89,739+128.6% | $149,718+37.0% | $62,292+229.4% |
| Participation rate | 98.8% | 85.1%+13.7pp | 87.1%+11.7pp | 69.5%+29.3pp |
| Annual return | 16.18% | 21.01%-4.8pp | 1501.63%-1485.5pp | 28.90%-12.7pp |
| Employer contribution / active EE | $7,930 | $3,233+145.3% | $5,445+45.6% | $2,042+288.3% |
| Participant deferral / active EE | $8,317 | $4,797+73.4% | $6,569+26.6% | $3,169+162.4% |
| Admin fee / account holder | $163 | $551-70.5% | $11,283-98.6% | $479-66.1% |