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 |
|---|---|---|
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $11,328 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $8,861 |
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).
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 | $37,753 | $89,282-57.7% | $94,646-60.1% | $74,419-49.3% |
| Participation rate | 91.3% | 82.4%+8.9pp | 80.8%+10.5pp | 70.7%+20.6pp |
| Annual return | 33.71% | 25.96%+7.8pp | 156.71%-123.0pp | 34.38%-0.7pp |
| Employer contribution / active EE | $0 | $3,022-100.0% | $3,672-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $13,656 | $8,425+62.1% | $7,418+84.1% | $4,528+201.6% |
| Admin fee / account holder | $31 | $219-85.9% | $7,231-99.6% | $348-91.1% |