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.4 years Service code 15 · EIN 47-4474775 | Recordkeeping | $8,963 |
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $6,731 |
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 | $57,672 | $102,317-43.6% | $146,958-60.8% | $80,856-28.7% |
| Participation rate | 95.2% | 75.8%+19.4pp | 82.2%+13.1pp | 67.6%+27.6pp |
| Annual return | 14.44% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,956 | $3,713-20.4% | $4,933-40.1% | $2,755+7.3% |
| Participant deferral / active EE | $16,654 | $6,644+150.7% | $8,070+106.4% | $4,296+287.7% |
| Admin fee / account holder | $68 | $7,941-99.1% | $12,998-99.5% | $6,918-99.0% |