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 |
|---|---|---|
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $10,497 |
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $9,726 |
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 | $83,221 | $101,317-17.9% | $146,958-43.4% | $74,495+11.7% |
| Participation rate | 99.2% | 75.5%+23.7pp | 82.2%+17.1pp | 67.2%+32.0pp |
| Annual return | 23.06% | 8730.91%-8707.8pp | 418.34%-395.3pp | 1364.94%-1341.9pp |
| Employer contribution / active EE | $10,447 | $3,810+174.2% | $4,933+111.8% | $2,623+298.3% |
| Participant deferral / active EE | $18,316 | $7,303+150.8% | $8,070+127.0% | $4,346+321.5% |
| Admin fee / account holder | $62 | $1,739-96.4% | $12,998-99.5% | $1,942-96.8% |