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 VIRCHOW KRAUSE Service code 10 · EIN 39-0859910 | Accounting | $5,640 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $3,259 |
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 | $83,608 | $80,968+3.3% | $96,544-13.4% | $75,163+11.2% |
| Participation rate | 94.5% | 71.8%+22.7pp | 76.0%+18.5pp | 67.2%+27.3pp |
| Annual return | 13.67% | 27.06%-13.4pp | 25.84%-12.2pp | 160.62%-147.0pp |
| Employer contribution / active EE | $1,029 | $2,282-54.9% | $2,965-65.3% | $2,670-61.5% |
| Participant deferral / active EE | $6,625 | $3,928+68.7% | $4,851+36.6% | $4,125+60.6% |
| Admin fee / account holder | $88 | $6,724-98.7% | $8,252-98.9% | $5,651-98.4% |