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 14 · EIN 47-4474775 | Plan Administrator | $16,802 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $12,332 |
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 | $58,990 | $130,194-54.7% | $169,993-65.3% | $71,457-17.4% |
| Participation rate | 98.7% | 86.1%+12.5pp | 87.0%+11.7pp | 67.9%+30.8pp |
| Annual return | 29.75% | 20.37%+9.4pp | 53.37%-23.6pp | 28.85%+0.9pp |
| Employer contribution / active EE | $4,547 | $4,381+3.8% | $6,785-33.0% | $2,588+75.7% |
| Participant deferral / active EE | $12,488 | $6,923+80.4% | $10,408+20.0% | $4,289+191.2% |
| Admin fee / account holder | $52 | $966-94.7% | $12,815-99.6% | $1,587-96.8% |