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, LLP2 years Filed as: BAKER TILLY US Service code 10 · EIN 39-0859910 | Accounting | $21,350 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $20,014 |
RPA FINANCIAL LLC4 years Service code 27 · EIN 83-1143379 | Advisory (Plan) | $11,500 |
Filed as: THE MANDMARBLESTONE GROUP, LLC Service code 15 · EIN 23-1974276 | Recordkeeping | $6,221 |
NBT BANCORP NA2 years Filed as: NBT BANK NA Service code 15 · EIN 15-0395735 | Recordkeeping | $3,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $109,448 | $88,360+23.9% | $145,433-24.7% | $67,986+61.0% |
| Participation rate | 62.8% | 65.5%-2.6pp | 82.1%-19.3pp | 57.2%+5.6pp |
| Annual return | 21.82% | 63.15%-41.3pp | 66.58%-44.8pp | 31.67%-9.8pp |
| Employer contribution / active EE | $4,939 | $3,054+61.7% | $4,554+8.4% | $2,019+144.6% |
| Participant deferral / active EE | $12,919 | $5,932+117.8% | $7,897+63.6% | $3,358+284.7% |
| Admin fee / account holder | $218 | $3,313-93.4% | $13,129-98.3% | $3,203-93.2% |