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.3 years Service code 15 · EIN 47-4474775 | Recordkeeping | $29,599 |
BENEFIT TRUST COMPANY3 years Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $23,434 |
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 | $32,190 | $89,808-64.2% | $100,383-67.9% | $77,671-58.6% |
| Participation rate | 81.6% | 81.2%+0.4pp | 81.5%+0.1pp | 70.6%+11.0pp |
| Annual return | 26.96% | 20.62%+6.3pp | 49.26%-22.3pp | 31.21%-4.2pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $3,944-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $11,774 | $8,284+42.1% | $8,086+45.6% | $4,648+153.3% |
| Admin fee / account holder | $30 | $174-82.8% | $7,900-99.6% | $430-93.0% |