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 (other than securities); Cu... | $5,772 |
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $5,698 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,762 | $101,317-50.9% | $146,958-66.1% | $74,495-33.2% |
| Participation rate | 94.5% | 75.5%+19.0pp | 82.2%+12.3pp | 67.2%+27.3pp |
| Annual return | 20.28% | 8730.91%-8710.6pp | 418.34%-398.1pp | 1364.94%-1344.7pp |
| Employer contribution / active EE | $9 | $3,810-99.8% | $4,933-99.8% | $2,623-99.7% |
| Participant deferral / active EE | $12,543 | $7,303+71.7% | $8,070+55.4% | $4,346+188.6% |
| Admin fee / account holder | $39 | $1,739-97.7% | $12,998-99.7% | $1,942-98.0% |