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 8-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 COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $11,261 |
GUIDELINE, INC.3 years Service code 15 · EIN 47-4474775 | Recordkeeping | $10,616 |
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 | $45,552 | $50,815-10.4% | $155,509-70.7% | $77,643-41.3% |
| Participation rate | 99.3% | 63.1%+36.2pp | 78.2%+21.1pp | 70.6%+28.7pp |
| Annual return | 26.13% | 34.80%-8.7pp | 64.67%-38.5pp | 31.24%-5.1pp |
| Employer contribution / active EE | $6,809 | $1,993+241.7% | $4,672+45.7% | $2,726+149.8% |
| Participant deferral / active EE | $9,763 | $2,822+245.9% | $5,626+73.5% | $4,647+110.1% |
| Admin fee / account holder | $35 | $437-92.1% | $15,912-99.8% | $430-92.0% |