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 Filed as: BAKER TILLY Service code 10 · EIN 30-1413443 3740 DAVINCI CT · PEACHTREE CORNERS, GA 30092 | Accounting | $8,678 |
HANCOCK ASKEW & CO., LLP1 year Filed as: HANCOCK ASKEW Service code 10 · EIN 58-0662558 3740 DAVINCE CT · PEACHTREE CORNERS, GA 30092 | Accounting | $8,550 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 49 · EIN 39-1915811 5117 GREEN BAY ROAD · KENOSHA, WI 53144 | Other Services | $7,135 |
Filed as: VOYA RETIREMENT ADVISORS LLC Service code 26 · EIN 02-0488491 2300 WINDY RIDGE PKWY SE · ATLANTA, GA 30339 | Advisory (Participants) | $5,538 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $2,063 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,051 | $48,750+66.3% | $88,946-8.9% | $74,304+9.1% |
| Participation rate | 94.6% | 44.5%+50.2pp | 68.8%+25.8pp | 60.3%+34.3pp |
| Annual return | 15.30% | 25.91%-10.6pp | 57.82%-42.5pp | 29.43%-14.1pp |
| Employer contribution / active EE | $1,780 | $1,255+41.9% | $2,555-30.3% | $2,241-20.6% |
| Participant deferral / active EE | $5,300 | $2,423+118.7% | $4,581+15.7% | $3,767+40.7% |
| Admin fee / account holder | $154 | $3,756-95.9% | $8,261-98.1% | $2,969-94.8% |