See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $9,190 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 39-0859910 | Accounting | $8,663 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,016 | $48,265-73.0% | $68,791-81.1% | $68,494-81.0% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -12.30% | -12.71%+0.4pp | -6.38%-5.9pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,572 | $1,829-14.0% | $2,655-40.8% | $2,596-39.4% |
| Participant deferral / active EE | $942 | $2,867-67.1% | $3,941-76.1% | $4,027-76.6% |
| Admin fee / account holder | $160 | $4,355-96.3% | $4,932-96.8% | $5,403-97.0% |