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 10-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 |
|---|---|---|
BAKER TILLY US, LLP4 years Service code 10 · EIN 30-1413443 | Accounting | $12,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,142 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $22,971 | $54,701-58.0% | $86,188-73.3% | $71,457-67.9% |
| Participation rate | 64.9% | 60.1%+4.8pp | 69.0%-4.1pp | 67.9%-3.0pp |
| Annual return | 13.11% | 20.06%-6.9pp | 1168.45%-1155.3pp | 28.85%-15.7pp |
| Employer contribution / active EE | $1,433 | $1,265+13.2% | $2,380-39.8% | $2,588-44.6% |
| Participant deferral / active EE | $1,998 | $3,108-35.7% | $3,985-49.9% | $4,289-53.4% |
| Admin fee / account holder | $152 | $1,922-92.1% | $6,852-97.8% | $1,587-90.4% |