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 6-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.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $9,135 |
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $8,750 |
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 | $57,200 | $78,485-27.1% | $106,213-46.1% | $74,495-23.2% |
| Participation rate | 99.1% | 72.8%+26.3pp | 75.3%+23.9pp | 67.2%+31.9pp |
| Annual return | 20.67% | 15.95%+4.7pp | 116.14%-95.5pp | 1364.94%-1344.3pp |
| Employer contribution / active EE | $14,289 | $2,523+466.4% | $3,171+350.5% | $2,623+444.8% |
| Participant deferral / active EE | $17,534 | $4,322+305.6% | $5,016+249.6% | $4,346+303.5% |
| Admin fee / account holder | $48 | $2,232-97.9% | $11,033-99.6% | $1,942-97.5% |