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 | $7,072 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $6,058 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,340 | $59,417-15.3% | $93,606-46.2% | $74,495-32.4% |
| Participation rate | 95.9% | 59.7%+36.2pp | 68.7%+27.2pp | 67.2%+28.7pp |
| Annual return | 20.81% | 81.83%-61.0pp | 133.20%-112.4pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $3,786 | $1,264+199.6% | $2,420+56.5% | $2,623+44.3% |
| Participant deferral / active EE | $11,515 | $3,050+277.5% | $4,411+161.0% | $4,346+165.0% |
| Admin fee / account holder | $47 | $3,021-98.4% | $8,285-99.4% | $1,942-97.6% |