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.3 years Service code 14 · EIN 47-4474775 | Plan Administrator | $15,956 |
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $14,935 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $39,020 | $89,808-56.6% | $100,391-61.1% | $77,643-49.7% |
| Participation rate | 93.1% | 81.2%+11.9pp | 81.5%+11.6pp | 70.6%+22.6pp |
| Annual return | 23.36% | 20.62%+2.7pp | 49.20%-25.8pp | 31.24%-7.9pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $3,942-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $12,593 | $8,284+52.0% | $8,082+55.8% | $4,647+171.0% |
| Admin fee / account holder | $34 | $174-80.7% | $7,899-99.6% | $430-92.2% |