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.3 years Service code 14 · EIN 47-4474775 | Plan Administrator | $17,013 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $6,170 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,670 | $73,360-66.4% | $177,989-86.1% | $74,495-66.9% |
| Participation rate | 93.9% | 66.6%+27.2pp | 77.1%+16.8pp | 67.2%+26.7pp |
| Annual return | 18.56% | 17.49%+1.1pp | 294.48%-275.9pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $0 | $2,216-100.0% | $3,949-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $9,312 | $4,513+106.3% | $6,276+48.4% | $4,346+114.3% |
| Admin fee / account holder | $54 | $1,808-97.0% | $10,363-99.5% | $1,942-97.2% |