See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $6,748 |
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $5,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,441 | $101,317-61.1% | $146,958-73.2% | $74,495-47.1% |
| Participation rate | 98.6% | 75.5%+23.1pp | 82.2%+16.4pp | 67.2%+31.4pp |
| Annual return | 21.95% | 8730.91%-8709.0pp | 418.34%-396.4pp | 1364.94%-1343.0pp |
| Employer contribution / active EE | $3,359 | $3,810-11.8% | $4,933-31.9% | $2,623+28.1% |
| Participant deferral / active EE | $6,790 | $7,303-7.0% | $8,070-15.9% | $4,346+56.2% |
| Admin fee / account holder | $28 | $1,739-98.4% | $12,998-99.8% | $1,942-98.6% |