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 4-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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $281,176 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 30-1413443 | Accounting | $52,540 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $17,800 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,093 | $122,186-49.2% | $146,958-57.7% | $199,593-68.9% |
| Participation rate | 87.4% | 78.3%+9.1pp | 82.2%+5.2pp | 72.0%+15.4pp |
| Annual return | 13.99% | 30.56%-16.6pp | 418.34%-404.4pp | 34.25%-20.3pp |
| Employer contribution / active EE | $2,294 | $4,093-43.9% | $4,933-53.5% | $3,034-24.4% |
| Participant deferral / active EE | $6,212 | $8,502-26.9% | $8,070-23.0% | $5,087+22.1% |
| Admin fee / account holder | $69 | $179-61.2% | $12,998-99.5% | $269-74.2% |