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 | $41,432 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 30-1413443 | Accounting | $13,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,284 | $100,227+88.9% | $169,993+11.3% | $74,419+154.4% |
| Participation rate | 97.4% | 87.3%+10.1pp | 87.0%+10.4pp | 70.7%+26.7pp |
| Annual return | 18.20% | 66.08%-47.9pp | 53.37%-35.2pp | 34.38%-16.2pp |
| Employer contribution / active EE | $8,403 | $4,263+97.1% | $6,785+23.8% | $2,637+218.6% |
| Participant deferral / active EE | $10,404 | $7,143+45.7% | $10,4080% | $4,528+129.8% |
| Admin fee / account holder | $105 | $234-55.1% | $12,815-99.2% | $348-69.7% |