See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $11,352 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $7,624 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,675 | $129,021-89.4% | $184,203-92.6% | $77,643-82.4% |
| Participation rate | 93.0% | 87.3%+5.7pp | 86.8%+6.2pp | 70.6%+22.4pp |
| Annual return | 41.00% | 33.27%+7.7pp | 28.81%+12.2pp | 31.24%+9.8pp |
| Employer contribution / active EE | -$141 | $4,413-103.2% | $6,427-102.2% | $2,726-105.2% |
| Participant deferral / active EE | $4,407 | $7,297-39.6% | $9,131-51.7% | $4,647-5.2% |
| Admin fee / account holder | $17 | $254-93.5% | $13,901-99.9% | $430-96.2% |