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 10-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.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $6,116 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $5,502 |
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 | $43,973 | $111,491-60.6% | $189,513-76.8% | $86,799-49.3% |
| Participation rate | 96.9% | 87.3%+9.6pp | 87.8%+9.1pp | 72.3%+24.6pp |
| Annual return | 41.81% | 83.50%-41.7pp | 555.15%-513.3pp | 97.91%-56.1pp |
| Employer contribution / active EE | $2,320 | $3,951-41.3% | $6,162-62.3% | $2,405-3.5% |
| Participant deferral / active EE | $8,533 | $6,437+32.6% | $8,221+3.8% | $4,131+106.6% |
| Admin fee / account holder | $20 | $189-89.5% | $12,045-99.8% | $170-88.3% |