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 3-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,790 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 16 · EIN 39-0859910 | Consulting | $23,625 |
BREASHAW, GORDON AND CLINKSCALES1+ years Service code 16 · EIN 57-1060705 | Consulting | $18,000 |
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 | $56,603 | $82,202-31.1% | $125,339-54.8% | $64,808-12.7% |
| Participation rate | 78.4% | 77.9%+0.5pp | 82.4%-4.0pp | 71.5%+6.9pp |
| Annual return | 0.00% | 3.48%-3.5pp | 572.05%-572.1pp | 32.82%-32.8pp |
| Employer contribution / active EE | $1,917 | $3,615-47.0% | $4,814-60.2% | $2,506-23.5% |
| Participant deferral / active EE | $6,054 | $7,175-15.6% | $7,446-18.7% | $4,310+40.5% |
| Admin fee / account holder | $113 | $163-30.9% | $10,010-98.9% | $188-39.9% |