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 |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $8,261 |
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $8,169 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,001 | $62,624-80.8% | $177,989-93.3% | $77,643-84.5% |
| Participation rate | 85.4% | 66.8%+18.5pp | 77.1%+8.3pp | 70.6%+14.8pp |
| Annual return | 17.67% | 16.16%+1.5pp | 294.48%-276.8pp | 31.24%-13.6pp |
| Employer contribution / active EE | $1,027 | $1,909-46.2% | $3,949-74.0% | $2,726-62.3% |
| Participant deferral / active EE | $1,708 | $4,219-59.5% | $6,276-72.8% | $4,647-63.2% |
| Admin fee / account holder | $10 | $386-97.4% | $10,363-99.9% | $430-97.6% |