See peer percentile detail with Solo.
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.
See the 9-year trajectory with Solo.
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 |
|---|---|---|
BAKER TILLY US, LLP1 year Service code 15 · EIN 30-1413443 | Recordkeeping | $20,800 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,660 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,884 | $88,634-9.9% | $101,326-21.2% | $74,304+7.5% |
| Participation rate | 93.4% | 76.9%+16.6pp | 81.5%+11.9pp | 60.3%+33.1pp |
| Annual return | 21.45% | 33.10%-11.6pp | 36.82%-15.4pp | 29.43%-8.0pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $12,870 | $7,322+75.8% | $7,994+61.0% | $3,767+241.6% |
| Admin fee / account holder | $97 | $2,425-96.0% | $11,185-99.1% | $2,969-96.7% |