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, US LLP Service code 99 · EIN 39-0859910 | Other Fees | $17,850 |
ASCENSUS LLC6 years Filed as: ASCENSUS Service code 49 C/O FUTURE PLAN PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $11,723 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 99 · EIN 13-5674085 | Other Fees | $8,972 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC FUTUREPLAN Service code 99 · EIN 22-2446239 | Other Fees | $6,685 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,318 | $92,055-31.2% | $106,213-40.4% | $77,643-18.5% |
| Participation rate | 84.8% | 81.0%+3.8pp | 75.3%+9.5pp | 70.6%+14.2pp |
| Annual return | 15.24% | 17.91%-2.7pp | 116.14%-100.9pp | 31.24%-16.0pp |
| Employer contribution / active EE | $918 | $3,367-72.7% | $3,171-71.1% | $2,726-66.3% |
| Participant deferral / active EE | $3,231 | $5,386-40.0% | $5,016-35.6% | $4,647-30.5% |
| Admin fee / account holder | $121 | $219-44.8% | $11,033-98.9% | $430-71.9% |