See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $6,227 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $5,534 |
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 | $65,373 | $91,407-28.5% | $135,903-51.9% | $71,457-8.5% |
| Participation rate | 94.7% | 75.7%+19.0pp | 81.9%+12.8pp | 67.9%+26.8pp |
| Annual return | 25.04% | 29.90%-4.9pp | 68.23%-43.2pp | 28.85%-3.8pp |
| Employer contribution / active EE | $8,551 | $3,703+130.9% | $4,856+76.1% | $2,588+230.5% |
| Participant deferral / active EE | $11,836 | $7,092+66.9% | $7,758+52.6% | $4,289+176.0% |
| Admin fee / account holder | $47 | $1,266-96.3% | $10,762-99.6% | $1,587-97.0% |