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 |
|---|---|---|
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $15,443 |
GUIDELINE, INC.4 years Service code 14 · EIN 47-4474775 | Plan Administrator | $15,207 |
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 | $65,307 | $106,110-38.5% | $147,005-55.6% | $77,671-15.9% |
| Participation rate | 98.5% | 78.4%+20.1pp | 82.2%+16.3pp | 70.6%+27.9pp |
| Annual return | 32.33% | 56.77%-24.4pp | 418.76%-386.4pp | 31.21%+1.1pp |
| Employer contribution / active EE | $5,154 | $4,065+26.8% | $4,934+4.4% | $2,726+89.0% |
| Participant deferral / active EE | $11,627 | $7,992+45.5% | $8,070+44.1% | $4,648+150.2% |
| Admin fee / account holder | $51 | $338-84.9% | $13,006-99.6% | $430-88.1% |