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 8-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 |
|---|---|---|
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $6,783 |
GUIDELINE, INC.1 year Service code 15 · EIN 47-4474775 | Recordkeeping | $6,328 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,073 | $101,499-25.1% | $147,005-48.3% | $74,546+2.0% |
| Participation rate | 99.1% | 75.5%+23.5pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 14.25% | 8732.34%-8718.1pp | 418.76%-404.5pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $4,586 | $3,811+20.3% | $4,934-7.1% | $2,624+74.7% |
| Participant deferral / active EE | $13,402 | $7,304+83.5% | $8,070+66.1% | $4,347+208.3% |
| Admin fee / account holder | $57 | $1,748-96.7% | $13,006-99.6% | $1,944-97.1% |