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 |
|---|---|---|
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $10,942 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $7,570 |
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 | $48,578 | $82,978-41.5% | $129,995-62.6% | $71,457-32.0% |
| Participation rate | 98.7% | 74.1%+24.6pp | 78.5%+20.2pp | 67.9%+30.8pp |
| Annual return | 19.92% | 20.60%-0.7pp | -137.18%+157.1pp | 28.85%-8.9pp |
| Employer contribution / active EE | $5,621 | $2,622+114.4% | $4,320+30.1% | $2,588+117.2% |
| Participant deferral / active EE | $10,678 | $4,432+140.9% | $5,820+83.5% | $4,289+149.0% |
| Admin fee / account holder | $45 | $1,729-97.4% | $10,614-99.6% | $1,587-97.2% |