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 7-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 (securities); Custodial (ot... | $20,406 |
GUIDELINE, INC.3 years Service code 14 · EIN 47-4474775 | Plan Administrator | $18,143 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,703 | $106,110-26.8% | $147,005-47.1% | $77,6710% |
| Participation rate | 97.4% | 78.4%+19.0pp | 82.2%+15.3pp | 70.6%+26.9pp |
| Annual return | 19.87% | 56.77%-36.9pp | 418.76%-398.9pp | 31.21%-11.3pp |
| Employer contribution / active EE | $6,725 | $4,065+65.5% | $4,934+36.3% | $2,726+146.7% |
| Participant deferral / active EE | $13,800 | $7,992+72.7% | $8,070+71.0% | $4,648+196.9% |
| Admin fee / account holder | $57 | $338-83.1% | $13,006-99.6% | $430-86.8% |