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 | $11,005 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $5,868 |
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 | $27,316 | $41,078-33.5% | $80,569-66.1% | $71,457-61.8% |
| Participation rate | 94.5% | 50.2%+44.3pp | 67.0%+27.5pp | 67.9%+26.6pp |
| Annual return | 22.49% | 38.45%-16.0pp | 935.43%-912.9pp | 28.85%-6.4pp |
| Employer contribution / active EE | $9,902 | $1,506+557.7% | $2,723+263.6% | $2,588+282.7% |
| Participant deferral / active EE | $19,931 | $2,699+638.4% | $4,447+348.1% | $4,289+364.7% |
| Admin fee / account holder | $33 | $1,840-98.2% | $5,377-99.4% | $1,587-97.9% |