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 10-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.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $7,127 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $6,125 |
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 | $53,134 | $79,013-32.8% | $100,391-47.1% | $74,495-28.7% |
| Participation rate | 89.7% | 79.5%+10.2pp | 81.5%+8.2pp | 67.2%+22.5pp |
| Annual return | 18.14% | 20.41%-2.3pp | 49.20%-31.1pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $12,238 | $7,760+57.7% | $8,082+51.4% | $4,346+181.6% |
| Admin fee / account holder | $50 | $1,320-96.2% | $7,899-99.4% | $1,942-97.4% |