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 10-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 |
|---|---|---|
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $8,294 |
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $7,958 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,781 | $79,013+18.7% | $100,391-6.6% | $74,495+25.9% |
| Participation rate | 99.0% | 79.5%+19.5pp | 81.5%+17.5pp | 67.2%+31.8pp |
| Annual return | 19.28% | 20.41%-1.1pp | 49.20%-29.9pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $2,552 | $3,021-15.5% | $3,942-35.3% | $2,623-2.7% |
| Participant deferral / active EE | $11,367 | $7,760+46.5% | $8,082+40.6% | $4,346+161.6% |
| Admin fee / account holder | $124 | $1,320-90.6% | $7,899-98.4% | $1,942-93.6% |