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, LLP1 year Service code 10 BOX 78975 · MILWAUKEE, WI 532788975 | Accounting | $16,816 |
MINNESOTA LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 41-0417530 | Contract Administrator | $6,655 |
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 | $62,644 | $65,061-3.7% | $143,757-56.4% | $66,914-6.4% |
| Participation rate | 76.3% | 65.2%+11.1pp | 80.3%-4.0pp | 69.8%+6.5pp |
| Annual return | -14.52% | -11.14%-3.4pp | -0.04%-14.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $1,125 | $2,361-52.4% | $4,951-77.3% | $2,544-55.8% |
| Participant deferral / active EE | $3,297 | $2,919+12.9% | $5,637-41.5% | $4,237-22.2% |
| Admin fee / account holder | $153 | $502-69.4% | $14,673-99.0% | $593-74.1% |