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 10 · EIN 39-0859910 | Accounting | $5,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $844 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,552 | $84,487-36.6% | $125,339-57.3% | $66,914-20.0% |
| Participation rate | 82.8% | 76.4%+6.4pp | 82.4%+0.4pp | 69.8%+13.0pp |
| Annual return | -18.41% | -8.39%-10.0pp | 572.05%-590.5pp | 1.58%-20.0pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $6,787 | $6,781+0.1% | $7,446-8.9% | $4,237+60.2% |
| Admin fee / account holder | $47 | $685-93.2% | $10,010-99.5% | $593-92.1% |