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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $5,134 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,244 | $50,820-62.1% | $155,567-87.6% | $77,671-75.2% |
| Participation rate | 85.2% | 63.1%+22.1pp | 78.2%+7.0pp | 70.6%+14.7pp |
| Annual return | 53.49% | 34.85%+18.6pp | 64.74%-11.2pp | 31.21%+22.3pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $7,541 | $2,823+167.1% | $5,628+34.0% | $4,648+62.2% |
| Admin fee / account holder | $14 | $436-96.8% | $15,916-99.9% | $430-96.8% |