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.3 years Service code 14 · EIN 47-4474775 | Plan Administrator | $18,487 |
BENEFIT TRUST COMPANY3 years Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $16,206 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,436 | $100,227-42.7% | $169,993-66.2% | $74,419-22.8% |
| Participation rate | 98.3% | 87.3%+11.0pp | 87.0%+11.3pp | 70.7%+27.6pp |
| Annual return | 30.52% | 66.08%-35.6pp | 53.37%-22.9pp | 34.38%-3.9pp |
| Employer contribution / active EE | $5,203 | $4,263+22.0% | $6,785-23.3% | $2,637+97.3% |
| Participant deferral / active EE | $11,414 | $7,143+59.8% | $10,408+9.7% | $4,528+152.1% |
| Admin fee / account holder | $42 | $234-82.1% | $12,815-99.7% | $348-87.9% |