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 | $12,984 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $9,490 |
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 | $61,153 | $69,477-12.0% | $94,646-35.4% | $71,457-14.4% |
| Participation rate | 96.3% | 78.4%+17.8pp | 80.8%+15.4pp | 67.9%+28.3pp |
| Annual return | 27.67% | 29.66%-2.0pp | 156.71%-129.0pp | 28.85%-1.2pp |
| Employer contribution / active EE | $20,630 | $2,853+623.1% | $3,672+461.8% | $2,588+697.3% |
| Participant deferral / active EE | $30,352 | $7,345+313.3% | $7,418+309.2% | $4,289+607.7% |
| Admin fee / account holder | $54 | $1,210-95.6% | $7,231-99.3% | $1,587-96.6% |