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.3 years Service code 14 · EIN 47-4474775 | Plan Administrator | $13,466 |
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $11,479 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,864 | $88,083-33.2% | $164,813-64.3% | $74,495-21.0% |
| Participation rate | 98.8% | 73.0%+25.7pp | 78.6%+20.2pp | 67.2%+31.6pp |
| Annual return | 14.46% | 17.26%-2.8pp | 69.93%-55.5pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $6,213 | $2,593+139.6% | $4,341+43.1% | $2,623+136.9% |
| Participant deferral / active EE | $12,485 | $4,498+177.6% | $6,031+107.0% | $4,346+187.3% |
| Admin fee / account holder | $55 | $2,234-97.5% | $12,690-99.6% | $1,942-97.2% |