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 7-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 15 · EIN 47-4474775 | Recordkeeping | $8,431 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $5,398 |
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 | $48,652 | $91,407-46.8% | $135,903-64.2% | $71,457-31.9% |
| Participation rate | 95.7% | 75.7%+20.0pp | 81.9%+13.8pp | 67.9%+27.8pp |
| Annual return | 19.14% | 29.90%-10.8pp | 68.23%-49.1pp | 28.85%-9.7pp |
| Employer contribution / active EE | $2,668 | $3,703-28.0% | $4,856-45.1% | $2,588+3.1% |
| Participant deferral / active EE | $14,094 | $7,092+98.7% | $7,758+81.7% | $4,289+228.6% |
| Admin fee / account holder | $49 | $1,266-96.1% | $10,762-99.5% | $1,587-96.9% |