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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,883 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $7,103 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,926 | $50,815-68.7% | $155,509-89.8% | $77,643-79.5% |
| Participation rate | 94.0% | 63.1%+30.9pp | 78.2%+15.8pp | 70.6%+23.4pp |
| Annual return | 26.53% | 34.80%-8.3pp | 64.67%-38.1pp | 31.24%-4.7pp |
| Employer contribution / active EE | $17 | $1,993-99.1% | $4,672-99.6% | $2,726-99.4% |
| Participant deferral / active EE | $7,344 | $2,822+160.2% | $5,626+30.5% | $4,647+58.0% |
| Admin fee / account holder | $70 | $437-83.9% | $15,912-99.6% | $430-83.7% |