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 |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $30,782 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,051 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY ADVISORY GROUP, LP Service code 10 · EIN 99-1405547 | Accounting | $7,250 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY US,LLP Service code 10 · EIN 39-0859910 | Accounting | $7,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $89,210 | $88,083+1.3% | $164,813-45.9% | $74,495+19.8% |
| Participation rate | 91.7% | 73.0%+18.7pp | 78.6%+13.1pp | 67.2%+24.5pp |
| Annual return | 14.83% | 17.26%-2.4pp | 69.93%-55.1pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $7,010 | $4,498+55.8% | $6,031+16.2% | $4,346+61.3% |
| Admin fee / account holder | $285 | $2,234-87.2% | $12,690-97.8% | $1,942-85.3% |