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 | $106,028-26.7% | $146,958-47.1% | $77,643+0.1% |
| Participation rate | 97.4% | 78.4%+19.1pp | 82.2%+15.3pp | 70.6%+26.9pp |
| Annual return | 19.87% | 56.73%-36.9pp | 418.34%-398.5pp | 31.24%-11.4pp |
| Employer contribution / active EE | $6,725 | $4,063+65.5% | $4,933+36.3% | $2,726+146.7% |
| Participant deferral / active EE | $13,800 | $7,990+72.7% | $8,070+71.0% | $4,647+196.9% |
| Admin fee / account holder | $57 | $337-83.1% | $12,998-99.6% | $430-86.8% |