See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $9,390 |
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $8,816 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,621 | $102,317+5.2% | $146,958-26.8% | $80,856+33.1% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.2%+16.7pp | 67.6%+31.2pp |
| Annual return | 16.40% | 134.76%-118.4pp | 418.34%-401.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $5,237 | $3,713+41.0% | $4,933+6.2% | $2,755+90.1% |
| Participant deferral / active EE | $13,500 | $6,644+103.2% | $8,070+67.3% | $4,296+214.3% |
| Admin fee / account holder | $91 | $7,941-98.8% | $12,998-99.3% | $6,918-98.7% |