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 6-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 | $7,432 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $6,399 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,368 | $44,960-5.8% | $84,966-50.1% | $74,495-43.1% |
| Participation rate | 89.2% | 49.4%+39.8pp | 67.5%+21.7pp | 67.2%+22.0pp |
| Annual return | 24.04% | 26.24%-2.2pp | 66.38%-42.3pp | 1364.94%-1340.9pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $15,033 | $2,731+450.5% | $4,519+232.6% | $4,346+245.9% |
| Admin fee / account holder | $37 | $2,209-98.3% | $6,149-99.4% | $1,942-98.1% |