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 | $57,634 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $12,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,423 | $86,897+99.6% | $151,611+14.4% | $64,808+167.6% |
| Participation rate | 97.4% | 87.3%+10.2pp | 87.5%+9.9pp | 71.5%+26.0pp |
| Annual return | -16.01% | -3.57%-12.4pp | 3.33%-19.3pp | 32.82%-48.8pp |
| Employer contribution / active EE | $8,697 | $4,010+116.9% | $6,166+41.1% | $2,506+247.1% |
| Participant deferral / active EE | $9,792 | $6,690+46.4% | $8,363+17.1% | $4,310+127.2% |
| Admin fee / account holder | $142 | $153-7.0% | $11,616-98.8% | $188-24.2% |