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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,631 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 115 SOUTH 84 ST STE 400 · MILWAUKEE, WI 53214 | Accounting | $27,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,849 | $35,485-35.6% | $74,550-69.4% | $55,725-59.0% |
| Participation rate | 65.0% | 62.5%+2.5pp | 69.1%-4.1pp | 70.9%-5.9pp |
| Annual return | -6.20% | 0.72%-6.9pp | 32.53%-38.7pp | 244.93%-251.1pp |
| Employer contribution / active EE | $857 | $777+10.2% | $1,961-56.3% | $2,078-58.8% |
| Participant deferral / active EE | $2,846 | $2,181+30.5% | $3,108-8.4% | $3,356-15.2% |
| Admin fee / account holder | $158 | $114+38.1% | $5,060-96.9% | $115+37.1% |