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 8-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 |
|---|---|---|
Service code 26 · EIN 32-0781448 | Advisory (Participants) | $23,430 |
Filed as: GUSTO RETIREMENT SERVICES, LLC Service code 15 · EIN 30-1418950 | Recordkeeping | $8,456 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,244 | $108,719-63.9% | $101,326-61.3% | $85,563-54.1% |
| Participation rate | 89.7% | 80.9%+8.8pp | 81.5%+8.2pp | 66.0%+23.7pp |
| Annual return | 28.94% | 20.95%+8.0pp | 36.82%-7.9pp | 31.51%-2.6pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $3,665-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $10,516 | $8,545+23.1% | $7,994+31.6% | $4,375+140.4% |
| Admin fee / account holder | $37 | $685-94.6% | $11,185-99.7% | $834-95.6% |