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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.
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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 37 · EIN 04-2647786 | Loan Processing | $71,249 |
Service code 27 · EIN 87-4130828 | Advisory (Plan) | $7,500 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $7,500 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY KRAUSE Service code 10 · EIN 39-0859910 | Accounting | $5,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $33,919 | $46,292-26.7% | $143,757-76.4% | $64,808-47.7% |
| Participation rate | 40.3% | 64.2%-23.9pp | 80.3%-40.0pp | 71.5%-31.2pp |
| Annual return | -17.10% | -10.05%-7.1pp | -0.04%-17.1pp | 32.82%-49.9pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,093 | $2,646-58.7% | $5,637-80.6% | $4,310-74.6% |
| Admin fee / account holder | $282 | $154+83.2% | $14,673-98.1% | $188+50.0% |