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 7-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.1 year Filed as: GUIDELINE, LLC Service code 14 · EIN 47-4474775 | Plan Administrator | $24,177 |
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $18,125 |
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 | $23,605 | $115,744-79.6% | $100,383-76.5% | $199,768-88.2% |
| Participation rate | 94.3% | 85.7%+8.6pp | 81.5%+12.8pp | 72.0%+22.3pp |
| Annual return | 38.17% | 17.79%+20.4pp | 49.26%-11.1pp | 34.26%+3.9pp |
| Employer contribution / active EE | $2,040 | $3,657-44.2% | $3,944-48.3% | $3,037-32.8% |
| Participant deferral / active EE | $6,775 | $9,844-31.2% | $8,086-16.2% | $5,090+33.1% |
| Admin fee / account holder | $21 | $93-77.2% | $7,900-99.7% | $269-92.1% |