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 6-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 | $9,227 |
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $8,085 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,492 | $102,382-17.5% | $147,005-42.5% | $80,874+4.5% |
| Participation rate | 89.1% | 75.8%+13.3pp | 82.2%+7.0pp | 67.6%+21.5pp |
| Annual return | 17.85% | 134.89%-117.0pp | 418.76%-400.9pp | 35.62%-17.8pp |
| Employer contribution / active EE | $11,050 | $3,715+197.4% | $4,934+123.9% | $2,756+301.0% |
| Participant deferral / active EE | $15,059 | $6,646+126.6% | $8,070+86.6% | $4,297+250.5% |
| Admin fee / account holder | $77 | $7,942-99.0% | $13,006-99.4% | $6,935-98.9% |