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 |
|---|---|---|
BAKER TILLY US, LLP1 year Filed as: BAKER TILLEY Service code 10 · EIN 39-0859910 | Accounting | $28,141 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $24,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,032 | $88,083-8.0% | $164,813-50.8% | $74,495+8.8% |
| Participation rate | 69.1% | 73.0%-4.0pp | 78.6%-9.5pp | 67.2%+1.9pp |
| Annual return | 13.36% | 17.26%-3.9pp | 69.93%-56.6pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,175 | $2,593-16.1% | $4,341-49.9% | $2,623-17.1% |
| Participant deferral / active EE | $5,116 | $4,498+13.7% | $6,031-15.2% | $4,346+17.7% |
| Admin fee / account holder | $408 | $2,234-81.7% | $12,690-96.8% | $1,942-79.0% |