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 | $12,171 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $7,105 |
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 | $42,701 | $106,028-59.7% | $146,958-70.9% | $77,643-45.0% |
| Participation rate | 89.3% | 78.4%+10.9pp | 82.2%+7.2pp | 70.6%+18.7pp |
| Annual return | 156.57% | 56.73%+99.8pp | 418.34%-261.8pp | 31.24%+125.3pp |
| Employer contribution / active EE | $7,314 | $4,063+80.0% | $4,933+48.3% | $2,726+168.3% |
| Participant deferral / active EE | $12,355 | $7,990+54.6% | $8,070+53.1% | $4,647+165.9% |
| Admin fee / account holder | $19 | $337-94.3% | $12,998-99.9% | $430-95.5% |