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 | $9,082 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $6,536 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,039 | $78,976-51.8% | $100,383-62.1% | $74,546-49.0% |
| Participation rate | 95.4% | 79.5%+15.9pp | 81.5%+13.9pp | 67.2%+28.2pp |
| Annual return | 40.35% | 20.62%+19.7pp | 49.26%-8.9pp | 1366.03%-1325.7pp |
| Employer contribution / active EE | $0 | $3,019-100.0% | $3,944-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $7,384 | $7,758-4.8% | $8,086-8.7% | $4,347+69.8% |
| Admin fee / account holder | $42 | $1,330-96.8% | $7,900-99.5% | $1,944-97.8% |