Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $10,837 |
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $8,115 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,336 | $101,499-46.5% | $147,005-63.0% | $74,546-27.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 18.19% | 8732.34%-8714.2pp | 418.76%-400.6pp | 1366.03%-1347.8pp |
| Employer contribution / active EE | $4,460 | $3,811+17.0% | $4,934-9.6% | $2,624+69.9% |
| Participant deferral / active EE | $22,908 | $7,304+213.6% | $8,070+183.9% | $4,347+426.9% |
| Admin fee / account holder | $58 | $1,748-96.7% | $13,006-99.6% | $1,944-97.0% |