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 | $73,412 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 30-1413443 | Accounting | $29,925 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,527 |
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 | $24,545 | $62,624-60.8% | $177,989-86.2% | $77,643-68.4% |
| Participation rate | 83.2% | 66.8%+16.4pp | 77.1%+6.1pp | 70.6%+12.7pp |
| Annual return | 14.46% | 16.16%-1.7pp | 294.48%-280.0pp | 31.24%-16.8pp |
| Employer contribution / active EE | $2,038 | $1,909+6.7% | $3,949-48.4% | $2,726-25.2% |
| Participant deferral / active EE | $3,657 | $4,219-13.3% | $6,276-41.7% | $4,647-21.3% |
| Admin fee / account holder | $136 | $386-64.7% | $10,363-98.7% | $430-68.4% |