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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 14 · EIN 47-4474775 | Plan Administrator | $58,080 |
BENEFIT TRUST COMPANY3 years Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $55,524 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,762 | $2,679,533-98.9% | $164,866-82.6% | $199,768-85.6% |
| Participation rate | 90.1% | 78.3%+11.8pp | 78.6%+11.5pp | 72.0%+18.1pp |
| Annual return | 37.87% | 17.93%+19.9pp | 69.97%-32.1pp | 34.26%+3.6pp |
| Employer contribution / active EE | $0 | $2,970-100.0% | $4,343-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $9,620 | $5,010+92.0% | $6,033+59.5% | $5,090+89.0% |
| Admin fee / account holder | $24 | $1,982-98.8% | $12,689-99.8% | $269-90.9% |