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 |
|---|---|---|
GUIDELINE, INC.2 years Service code 15 · EIN 47-4474775 | Recordkeeping | $13,527 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $10,478 |
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.
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 | $26,438 | $89,282-70.4% | $94,646-72.1% | $74,419-64.5% |
| Participation rate | 86.8% | 82.4%+4.4pp | 80.8%+6.0pp | 70.7%+16.1pp |
| Annual return | 33.46% | 25.96%+7.5pp | 156.71%-123.2pp | 34.38%-0.9pp |
| Employer contribution / active EE | $0 | $3,022-100.0% | $3,672-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $8,381 | $8,425-0.5% | $7,418+13.0% | $4,528+85.1% |
| Admin fee / account holder | $22 | $219-90.0% | $7,231-99.7% | $348-93.7% |