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.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $6,990 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $6,653 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,984 | $79,171-43.2% | $102,423-56.1% | $74,495-39.6% |
| Participation rate | 96.4% | 74.8%+21.6pp | 76.5%+19.9pp | 67.2%+29.2pp |
| Annual return | 5.62% | 54.93%-49.3pp | 29.32%-23.7pp | 1364.94%-1359.3pp |
| Employer contribution / active EE | $9,201 | $2,362+289.5% | $3,023+204.3% | $2,623+250.8% |
| Participant deferral / active EE | $16,018 | $4,415+262.8% | $5,053+217.0% | $4,346+268.6% |
| Admin fee / account holder | $38 | $2,001-98.1% | $9,451-99.6% | $1,942-98.0% |