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 4-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 | $9,357 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $5,912 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,487 | $60,323-47.8% | $81,812-61.5% | $74,495-57.7% |
| Participation rate | 93.4% | 62.9%+30.5pp | 72.3%+21.0pp | 67.2%+26.2pp |
| Annual return | 23.57% | 16.90%+6.7pp | 773.79%-750.2pp | 1364.94%-1341.4pp |
| Employer contribution / active EE | $1,737 | $2,620-33.7% | $2,912-40.3% | $2,623-33.8% |
| Participant deferral / active EE | $12,538 | $3,387+270.1% | $4,319+190.3% | $4,346+188.5% |
| Admin fee / account holder | $40 | $1,486-97.3% | $7,386-99.5% | $1,942-97.9% |