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 | $44,927 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $7,850 |
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 | $184,562 | $80,005+130.7% | $140,016+31.8% | $55,725+231.2% |
| Participation rate | 98.8% | 87.0%+11.8pp | 87.5%+11.3pp | 70.9%+28.0pp |
| Annual return | -5.42% | 0.46%-5.9pp | 651.12%-656.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $9,116 | $3,403+167.9% | $5,606+62.6% | $2,078+338.6% |
| Participant deferral / active EE | $8,794 | $5,264+67.1% | $6,927+26.9% | $3,356+162.1% |
| Admin fee / account holder | $170 | $116+46.7% | $10,705-98.4% | $115+47.3% |