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 Service code 70 · EIN 39-0859910 | Consulting Fees | $6,734 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $5,049 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,929 | $84,936+64.7% | $111,297+25.7% | $79,386+76.3% |
| Participation rate | 78.9% | 75.9%+3.1pp | 77.3%+1.6pp | 70.7%+8.2pp |
| Annual return | 11.62% | 17.45%-5.8pp | 54.65%-43.0pp | 116.85%-105.2pp |
| Employer contribution / active EE | $2,841 | $1,979+43.5% | $2,731+4.0% | $2,427+17.0% |
| Participant deferral / active EE | $4,177 | $3,888+7.4% | $4,487-6.9% | $4,046+3.2% |
| Admin fee / account holder | $65 | $537-87.9% | $7,964-99.2% | $626-89.7% |