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 |
|---|---|---|
Filed as: GUSTO RETIREMENT HOLDINGS, LLC Service code 14 · EIN 47-4474775 | Plan Administrator | $19,842 |
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $18,095 |
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 | $58,356 | $106,028-45.0% | $146,958-60.3% | $77,643-24.8% |
| Participation rate | 99.0% | 78.4%+20.6pp | 82.2%+16.8pp | 70.6%+28.4pp |
| Annual return | 34.43% | 56.73%-22.3pp | 418.34%-383.9pp | 31.24%+3.2pp |
| Employer contribution / active EE | $5,864 | $4,063+44.3% | $4,933+18.9% | $2,726+115.1% |
| Participant deferral / active EE | $14,522 | $7,990+81.7% | $8,070+79.9% | $4,647+212.5% |
| Admin fee / account holder | $45 | $337-86.8% | $12,998-99.7% | $430-89.6% |