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 |
|---|---|---|
Service code 26 · EIN 32-0781448 | Advisory (Participants) | $12,101 |
Filed as: GUSTO RETIREMENT SERVICES, LLC Service code 14 · EIN 30-1418950 | Plan Administrator | $5,108 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,346 | $100,923-57.1% | $150,045-71.1% | $74,304-41.7% |
| Participation rate | 92.3% | 70.1%+22.2pp | 82.3%+10.0pp | 60.3%+32.0pp |
| Annual return | 31.40% | 51.77%-20.4pp | 62.55%-31.1pp | 29.43%+2.0pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $12,534 | $6,709+86.8% | $7,997+56.7% | $3,767+232.7% |
| Admin fee / account holder | $58 | $2,767-97.9% | $13,435-99.6% | $2,969-98.0% |