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 COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $12,283 |
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $10,761 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,082 | $101,499-9.3% | $147,005-37.4% | $74,546+23.5% |
| Participation rate | 98.8% | 75.5%+23.2pp | 82.2%+16.6pp | 67.2%+31.5pp |
| Annual return | 24.77% | 8732.34%-8707.6pp | 418.76%-394.0pp | 1366.03%-1341.3pp |
| Employer contribution / active EE | $8,720 | $3,811+128.8% | $4,934+76.7% | $2,624+232.3% |
| Participant deferral / active EE | $13,617 | $7,304+86.4% | $8,070+68.7% | $4,347+213.2% |
| Admin fee / account holder | $65 | $1,748-96.3% | $13,006-99.5% | $1,944-96.7% |