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 8-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.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $6,565 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $6,104 |
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 | $68,973 | $91,407-24.5% | $135,903-49.2% | $71,457-3.5% |
| Participation rate | 94.1% | 75.7%+18.5pp | 81.9%+12.2pp | 67.9%+26.2pp |
| Annual return | 27.25% | 29.90%-2.6pp | 68.23%-41.0pp | 28.85%-1.6pp |
| Employer contribution / active EE | $9,695 | $3,703+161.8% | $4,856+99.7% | $2,588+274.7% |
| Participant deferral / active EE | $17,418 | $7,092+145.6% | $7,758+124.5% | $4,289+306.1% |
| Admin fee / account holder | $48 | $1,266-96.2% | $10,762-99.6% | $1,587-97.0% |