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 9-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 · EIN 04-2647786 | Recordkeeping Fees | $69,562 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $14,719 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,899 |
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 | $20,983 | $56,638-63.0% | $169,368-87.6% | $74,419-71.8% |
| Participation rate | 95.1% | 67.5%+27.6pp | 77.1%+17.9pp | 70.7%+24.4pp |
| Annual return | 23.92% | 24.75%-0.8pp | 405.60%-381.7pp | 34.38%-10.5pp |
| Employer contribution / active EE | $3,578 | $2,027+76.5% | $4,013-10.8% | $2,637+35.7% |
| Participant deferral / active EE | $5,710 | $4,223+35.2% | $6,221-8.2% | $4,528+26.1% |
| Admin fee / account holder | $106 | $307-65.4% | $9,003-98.8% | $348-69.5% |