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 9-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 | $10,072 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $5,726 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,316 | $69,477-39.1% | $94,646-55.3% | $71,457-40.8% |
| Participation rate | 94.8% | 78.4%+16.3pp | 80.8%+14.0pp | 67.9%+26.9pp |
| Annual return | 21.32% | 29.66%-8.3pp | 156.71%-135.4pp | 28.85%-7.5pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $15,770 | $7,345+114.7% | $7,418+112.6% | $4,289+267.7% |
| Admin fee / account holder | $48 | $1,210-96.1% | $7,231-99.3% | $1,587-97.0% |