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 |
|---|---|---|
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 | Accounting | $175,000 |
ROBERT HALF1+ years Service code 16 · EIN 94-1648752 | Consulting | $34,658 |
LITTLER MENDELSON, P.C.1+ years Filed as: LITTLER MENDELSON PC Service code 29 · EIN 94-2602731 | Legal | $24,225 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,911 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,679 | $108,919-47.0% | $100,391-42.5% | $145,922-60.5% |
| Participation rate | 0.0% | 82.9%-82.9pp | 81.5%-81.5pp | 80.3%-80.3pp |
| Annual return | -12.68% | 57.88%-70.6pp | 49.20%-61.9pp | 561.29%-574.0pp |
| Employer contribution / active EE | $149,307 | $4,419+3278.5% | $3,942+3687.9% | $4,660+3104.3% |
| Participant deferral / active EE | $1,056,452 | $8,445+12410.0% | $8,082+12972.2% | $6,688+15696.9% |
| Admin fee / account holder | $10,758 | $9,689+11.0% | $7,899+36.2% | $13,397-19.7% |