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 5-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 |
|---|---|---|
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $14,177 |
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $11,089 |
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 | $39,991 | $50,815-21.3% | $155,509-74.3% | $77,643-48.5% |
| Participation rate | 94.9% | 63.1%+31.8pp | 78.2%+16.7pp | 70.6%+24.3pp |
| Annual return | 32.47% | 34.80%-2.3pp | 64.67%-32.2pp | 31.24%+1.2pp |
| Employer contribution / active EE | $4,701 | $1,993+135.9% | $4,672+0.6% | $2,726+72.5% |
| Participant deferral / active EE | $9,685 | $2,822+243.2% | $5,626+72.1% | $4,647+108.4% |
| Admin fee / account holder | $26 | $437-94.1% | $15,912-99.8% | $430-94.1% |