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 |
|---|---|---|
Service code 26 · EIN 32-0781448 | Advisory (Participants) | $10,025 |
Filed as: GUSTO RETIREMENT SERVICES, LLC Service code 14 · EIN 30-1418950 | Plan Administrator | $6,540 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,550 | $100,923-69.7% | $150,045-79.6% | $74,304-58.9% |
| Participation rate | 92.7% | 70.1%+22.6pp | 82.3%+10.4pp | 60.3%+32.4pp |
| Annual return | 37.94% | 51.77%-13.8pp | 62.55%-24.6pp | 29.43%+8.5pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $8,396 | $6,709+25.1% | $7,997+5.0% | $3,767+122.9% |
| Admin fee / account holder | $46 | $2,767-98.3% | $13,435-99.7% | $2,969-98.4% |