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 6-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 | $8,557 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $7,035 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,613 | $79,013-61.3% | $100,391-69.5% | $74,495-58.9% |
| Participation rate | 97.1% | 79.5%+17.6pp | 81.5%+15.6pp | 67.2%+29.9pp |
| Annual return | 19.65% | 20.41%-0.8pp | 49.20%-29.6pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $2,838 | $3,021-6.1% | $3,942-28.0% | $2,623+8.2% |
| Participant deferral / active EE | $7,031 | $7,760-9.4% | $8,082-13.0% | $4,346+61.8% |
| Admin fee / account holder | $30 | $1,320-97.7% | $7,899-99.6% | $1,942-98.5% |