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 | $9,713 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $8,520 |
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 | $40,140 | $89,282-55.0% | $94,646-57.6% | $74,419-46.1% |
| Participation rate | 93.1% | 82.4%+10.7pp | 80.8%+12.3pp | 70.7%+22.4pp |
| Annual return | 28.70% | 25.96%+2.7pp | 156.71%-128.0pp | 34.38%-5.7pp |
| Employer contribution / active EE | $5,622 | $3,022+86.0% | $3,672+53.1% | $2,637+113.2% |
| Participant deferral / active EE | $10,540 | $8,425+25.1% | $7,418+42.1% | $4,528+132.8% |
| Admin fee / account holder | $29 | $219-86.6% | $7,231-99.6% | $348-91.6% |