See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 41-0973005 | Advisory (Plan) | $68,187 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $21,233 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $12,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,289 | $111,491-15.4% | $189,513-50.2% | $86,799+8.6% |
| Participation rate | 77.7% | 87.3%-9.6pp | 87.8%-10.1pp | 72.3%+5.5pp |
| Annual return | 20.00% | 83.50%-63.5pp | 555.15%-535.2pp | 97.91%-77.9pp |
| Employer contribution / active EE | $2,283 | $3,951-42.2% | $6,162-62.9% | $2,405-5.1% |
| Participant deferral / active EE | $3,778 | $6,437-41.3% | $8,221-54.0% | $4,131-8.5% |
| Admin fee / account holder | $250 | $189+32.4% | $12,045-97.9% | $170+47.3% |