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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 7-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 |
|---|---|---|
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $19,172 |
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $8,072 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,954 | $79,013-74.7% | $100,391-80.1% | $74,495-73.2% |
| Participation rate | 94.2% | 79.5%+14.7pp | 81.5%+12.7pp | 67.2%+27.0pp |
| Annual return | 25.23% | 20.41%+4.8pp | 49.20%-24.0pp | 1364.94%-1339.7pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $12,301 | $7,760+58.5% | $8,082+52.2% | $4,346+183.1% |
| Admin fee / account holder | $38 | $1,320-97.1% | $7,899-99.5% | $1,942-98.0% |