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 | $5,993 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $5,881 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,690 | $79,013-59.9% | $100,391-68.4% | $74,495-57.5% |
| Participation rate | 89.1% | 79.5%+9.6pp | 81.5%+7.6pp | 67.2%+21.9pp |
| Annual return | 27.96% | 20.41%+7.6pp | 49.20%-21.2pp | 1364.94%-1337.0pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $9,014 | $7,760+16.2% | $8,082+11.5% | $4,346+107.4% |
| Admin fee / account holder | $26 | $1,320-98.0% | $7,899-99.7% | $1,942-98.7% |