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.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $6,601 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $5,961 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,341 | $79,013-50.2% | $100,391-60.8% | $74,495-47.2% |
| Participation rate | 94.4% | 79.5%+14.9pp | 81.5%+12.9pp | 67.2%+27.2pp |
| Annual return | 20.37% | 20.41%0pp | 49.20%-28.8pp | 1364.94%-1344.6pp |
| Employer contribution / active EE | $5,271 | $3,021+74.5% | $3,942+33.7% | $2,623+100.9% |
| Participant deferral / active EE | $11,297 | $7,760+45.6% | $8,082+39.8% | $4,346+159.9% |
| Admin fee / account holder | $35 | $1,320-97.3% | $7,899-99.6% | $1,942-98.2% |