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 | $46,637 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY, US LLP Service code 10 · EIN 39-0859910 | Accounting | $14,350 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,295 | $111,608+108.1% | $177,821+30.6% | $73,409+216.4% |
| Participation rate | 98.3% | 87.9%+10.5pp | 87.7%+10.6pp | 72.2%+26.2pp |
| Annual return | 15.49% | 18.23%-2.7pp | 48.32%-32.8pp | 59.29%-43.8pp |
| Employer contribution / active EE | $8,455 | $3,796+122.7% | $5,918+42.9% | $2,234+278.5% |
| Participant deferral / active EE | $9,829 | $6,199+58.6% | $7,714+27.4% | $3,805+158.3% |
| Admin fee / account holder | $161 | $166-2.6% | $12,427-98.7% | $158+2.2% |