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 Filed as: GUIDELINE, LLC Service code 14 · EIN 47-4474775 | Plan Administrator | $13,985 |
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $7,159 |
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 | $35,781 | $57,016-37.2% | $84,966-57.9% | $80,856-55.7% |
| Participation rate | 95.9% | 56.3%+39.5pp | 67.5%+28.4pp | 67.6%+28.2pp |
| Annual return | 14.20% | 21.66%-7.5pp | 66.38%-52.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $6,030 | $1,798+235.4% | $2,727+121.1% | $2,755+118.9% |
| Participant deferral / active EE | $13,329 | $3,110+328.7% | $4,519+194.9% | $4,296+210.3% |
| Admin fee / account holder | $56 | $4,980-98.9% | $6,149-99.1% | $6,918-99.2% |