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 Service code 10 · EIN 39-0859910 | Accounting | $19,973 |
MINNESOTA LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 41-0417530 | Contract Administrator | $5,399 |
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 | $73,136 | $47,126+55.2% | $149,673-51.1% | $74,419-1.7% |
| Participation rate | 45.5% | 63.4%-17.9pp | 78.8%-33.3pp | 70.7%-25.2pp |
| Annual return | 16.66% | 22.75%-6.1pp | 134.42%-117.8pp | 34.38%-17.7pp |
| Employer contribution / active EE | $678 | $1,905-64.4% | $4,818-85.9% | $2,637-74.3% |
| Participant deferral / active EE | $1,991 | $2,728-27.0% | $5,680-64.9% | $4,528-56.0% |
| Admin fee / account holder | $170 | $343-50.3% | $13,210-98.7% | $348-51.0% |