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 3-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 | $6,146 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $5,095 |
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 | $35,313 | $122,239-71.1% | $184,200-80.8% | $74,546-52.6% |
| Participation rate | 96.6% | 85.5%+11.1pp | 86.8%+9.7pp | 67.2%+29.3pp |
| Annual return | 22.02% | 19.95%+2.1pp | 28.80%-6.8pp | 1366.03%-1344.0pp |
| Employer contribution / active EE | $4,581 | $4,537+1.0% | $6,424-28.7% | $2,624+74.6% |
| Participant deferral / active EE | $8,619 | $7,139+20.7% | $9,132-5.6% | $4,347+98.3% |
| Admin fee / account holder | $34 | $1,260-97.3% | $13,907-99.8% | $1,944-98.2% |