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.3 years Service code 14 · EIN 47-4474775 | Plan Administrator | $10,734 |
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $7,888 |
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 | $61,128 | $86,929-29.7% | $102,423-40.3% | $80,856-24.4% |
| Participation rate | 98.8% | 72.4%+26.5pp | 76.5%+22.3pp | 67.6%+31.2pp |
| Annual return | 14.64% | 18.88%-4.2pp | 29.32%-14.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $4,998 | $2,369+110.9% | $3,023+65.3% | $2,755+81.4% |
| Participant deferral / active EE | $15,238 | $4,118+270.0% | $5,053+201.6% | $4,296+254.7% |
| Admin fee / account holder | $66 | $8,049-99.2% | $9,451-99.3% | $6,918-99.0% |