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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,439 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY Service code 10 1 HIGHWOOD DRIVE · TEWKSBURY, MA 01876 | Accounting | $37,500 |
BAKER TILLY US, LLP1 year Service code 27 · EIN 46-2648231 | Advisory (Plan) | $20,000 |
Filed as: WILSHIRE Service code 28 222 WEST ADAMS ST · CHICAGO, IL 60606 | Investment Management | $7,500 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $80,744 | $45,863+76.1% | $77,024+4.8% | $68,494+17.9% |
| Participation rate | 93.6% | 55.9%+37.7pp | 67.9%+25.7pp | 67.9%+25.7pp |
| Annual return | -16.20% | 1.72%-17.9pp | 42.32%-58.5pp | -7.84%-8.4pp |
| Employer contribution / active EE | $4,242 | $1,650+157.2% | $2,812+50.8% | $2,596+63.4% |
| Participant deferral / active EE | $11,095 | $2,962+274.6% | $4,426+150.7% | $4,027+175.5% |
| Admin fee / account holder | $277 | $3,041-90.9% | $5,425-94.9% | $5,403-94.9% |