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 7-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 | $5,298 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $5,293 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,837 | $79,013-23.0% | $100,391-39.4% | $74,495-18.3% |
| Participation rate | 88.8% | 79.5%+9.3pp | 81.5%+7.3pp | 67.2%+21.6pp |
| Annual return | 34.38% | 20.41%+14.0pp | 49.20%-14.8pp | 1364.94%-1330.6pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $12,436 | $7,760+60.3% | $8,082+53.9% | $4,346+186.2% |
| Admin fee / account holder | $49 | $1,320-96.3% | $7,899-99.4% | $1,942-97.5% |