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 |
|---|---|---|
BENEFIT TRUST COMPANY4 years Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $25,513 |
GUIDELINE, INC.4 years Service code 14 · EIN 47-4474775 | Plan Administrator | $24,039 |
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 | $73,938 | $129,021-42.7% | $184,203-59.9% | $77,643-4.8% |
| Participation rate | 97.0% | 87.3%+9.7pp | 86.8%+10.2pp | 70.6%+26.4pp |
| Annual return | 24.67% | 33.27%-8.6pp | 28.81%-4.1pp | 31.24%-6.6pp |
| Employer contribution / active EE | $4,736 | $4,413+7.3% | $6,427-26.3% | $2,726+73.7% |
| Participant deferral / active EE | $10,467 | $7,297+43.4% | $9,131+14.6% | $4,647+125.2% |
| Admin fee / account holder | $56 | $254-77.9% | $13,901-99.6% | $430-87.0% |