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.4 years Service code 14 · EIN 47-4474775 | Plan Administrator | $18,792 |
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $15,266 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,375 | $122,239-34.2% | $184,203-56.4% | $74,495+7.9% |
| Participation rate | 99.3% | 85.5%+13.8pp | 86.8%+12.5pp | 67.2%+32.1pp |
| Annual return | 17.71% | 19.95%-2.2pp | 28.81%-11.1pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $6,010 | $4,537+32.5% | $6,427-6.5% | $2,623+129.1% |
| Participant deferral / active EE | $16,429 | $7,139+130.1% | $9,131+79.9% | $4,346+278.0% |
| Admin fee / account holder | $77 | $1,260-93.9% | $13,901-99.4% | $1,942-96.0% |