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 |
|---|---|---|
GUIDELINE, INC.1+ years Service code 14 · EIN 47-4474775 | Plan Administrator | $8,673 |
BENEFIT TRUST COMPANY1+ years Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $7,596 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $45,557 | $89,282-49.0% | $94,646-51.9% | $74,419-38.8% |
| Participation rate | 96.1% | 82.4%+13.7pp | 80.8%+15.3pp | 70.7%+25.4pp |
| Annual return | 0.00% | 25.96%-26.0pp | 156.71%-156.7pp | 34.38%-34.4pp |
| Employer contribution / active EE | $1,349 | $3,022-55.4% | $3,672-63.3% | $2,637-48.8% |
| Participant deferral / active EE | $8,719 | $8,425+3.5% | $7,418+17.5% | $4,528+92.6% |
| Admin fee / account holder | $28 | $219-87.3% | $7,231-99.6% | $348-92.0% |