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 |
|---|---|---|
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $8,771 |
GUIDELINE, INC.1 year Service code 15 · EIN 47-4474775 | Recordkeeping | $6,712 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,381 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,494 | $99,078-68.2% | $96,544-67.4% | $74,419-57.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 34.09% | 22.48%+11.6pp | 25.84%+8.2pp | 34.38%-0.3pp |
| Employer contribution / active EE | $6,043 | $2,570+135.1% | $2,965+103.8% | $2,637+129.1% |
| Participant deferral / active EE | $11,853 | $4,933+140.3% | $4,851+144.3% | $4,528+161.8% |
| Admin fee / account holder | $18 | $225-91.9% | $8,252-99.8% | $348-94.8% |