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.4 years Service code 14 · EIN 47-4474775 | Plan Administrator | $11,395 |
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $9,095 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,313 | $79,013-28.7% | $100,391-43.9% | $74,495-24.4% |
| Participation rate | 94.2% | 79.5%+14.7pp | 81.5%+12.7pp | 67.2%+27.0pp |
| Annual return | 21.75% | 20.41%+1.3pp | 49.20%-27.5pp | 1364.94%-1343.2pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $14,079 | $7,760+81.4% | $8,082+74.2% | $4,346+224.0% |
| Admin fee / account holder | $59 | $1,320-95.5% | $7,899-99.2% | $1,942-96.9% |