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 9-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 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $262,162 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY, US LLP Service code 10 · EIN 30-1413443 | Accounting | $29,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $128,411 | $145,877-12.0% | $150,045-14.4% | $102,872+24.8% |
| Participation rate | 60.1% | 79.8%-19.7pp | 82.3%-22.2pp | 73.0%-12.9pp |
| Annual return | 17.06% | 21.37%-4.3pp | 62.55%-45.5pp | 19.06%-2.0pp |
| Employer contribution / active EE | $2,135 | $4,710-54.7% | $4,693-54.5% | $3,526-39.5% |
| Participant deferral / active EE | $5,457 | $9,491-42.5% | $7,997-31.8% | $5,535-1.4% |
| Admin fee / account holder | $118 | $176-32.8% | $13,435-99.1% | $292-59.5% |