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 70 · EIN 39-0859910 | Consulting Fees | $8,196 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $5,550 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,874 | $73,638+66.9% | $95,952+28.1% | $73,488+67.2% |
| Participation rate | 79.3% | 76.2%+3.2pp | 77.1%+2.3pp | 70.7%+8.7pp |
| Annual return | 12.69% | 16.78%-4.1pp | 91.61%-78.9pp | 28.51%-15.8pp |
| Employer contribution / active EE | $2,757 | $1,863+48.0% | $2,541+8.5% | $2,270+21.5% |
| Participant deferral / active EE | $3,926 | $3,617+8.6% | $4,167-5.8% | $3,740+5.0% |
| Admin fee / account holder | $70 | $482-85.4% | $6,795-99.0% | $513-86.3% |