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 |
|---|---|---|
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $9,197 |
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $8,545 |
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 | $77,356 | $101,317-23.6% | $146,958-47.4% | $74,495+3.8% |
| Participation rate | 95.6% | 75.5%+20.0pp | 82.2%+13.4pp | 67.2%+28.4pp |
| Annual return | 25.03% | 8730.91%-8705.9pp | 418.34%-393.3pp | 1364.94%-1339.9pp |
| Employer contribution / active EE | $9,442 | $3,810+147.8% | $4,933+91.4% | $2,623+260.0% |
| Participant deferral / active EE | $13,647 | $7,303+86.9% | $8,070+69.1% | $4,346+214.0% |
| Admin fee / account holder | $58 | $1,739-96.7% | $12,998-99.6% | $1,942-97.0% |