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 | $12,570 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $11,391 |
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 | $43,325 | $95,274-54.5% | $135,903-68.1% | $74,419-41.8% |
| Participation rate | 99.7% | 78.2%+21.5pp | 81.9%+17.8pp | 70.7%+29.0pp |
| Annual return | 46.74% | 32.77%+14.0pp | 68.23%-21.5pp | 34.38%+12.4pp |
| Employer contribution / active EE | $6,299 | $3,874+62.6% | $4,856+29.7% | $2,637+138.8% |
| Participant deferral / active EE | $15,397 | $7,782+97.9% | $7,758+98.5% | $4,528+240.0% |
| Admin fee / account holder | $31 | $266-88.5% | $10,762-99.7% | $348-91.2% |