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 |
|---|---|---|
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY INVESTMENT ADVISORS LLC Service code 27 · EIN 39-1908691 | Advisory (Plan) | $38,997 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,594 |
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 | $45,552 | $57,096-20.2% | $94,224-51.7% | $55,191-17.5% |
| Participation rate | 89.9% | 75.7%+14.2pp | 78.8%+11.1pp | 69.2%+20.7pp |
| Annual return | 2.12% | 159.65%-157.5pp | 10.68%-8.6pp | 10.78%-8.7pp |
| Employer contribution / active EE | $642 | $1,708-62.4% | $3,587-82.1% | $1,899-66.2% |
| Participant deferral / active EE | $3,940 | $3,165+24.5% | $4,320-8.8% | $3,046+29.3% |
| Admin fee / account holder | $99 | $89+10.8% | $6,269-98.4% | $91+8.9% |