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 3-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 37 · EIN 04-2647786 | Loan Processing | $33,693 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $6,896 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,089 | $96,018-56.2% | $65,493-35.7% | $85,563-50.8% |
| Participation rate | 84.7% | 74.8%+9.9pp | 73.1%+11.6pp | 66.0%+18.7pp |
| Annual return | 33.45% | 14.51%+18.9pp | 982.45%-949.0pp | 31.51%+1.9pp |
| Employer contribution / active EE | $3,369 | $3,235+4.1% | $2,574+30.9% | $2,654+26.9% |
| Participant deferral / active EE | $6,033 | $4,055+48.8% | $3,961+52.3% | $4,375+37.9% |
| Admin fee / account holder | $125 | $271-54.0% | $5,028-97.5% | $834-85.1% |