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.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $17,635 |
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $10,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,654 | $108,919-30.5% | $100,391-24.6% | $145,922-48.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.29% | 57.88%-49.6pp | 49.20%-40.9pp | 561.29%-553.0pp |
| Employer contribution / active EE | $1,123,530 | $4,419+25323.3% | $3,942+28403.8% | $4,660+24012.1% |
| Participant deferral / active EE | $1,648,253 | $8,445+19417.8% | $8,082+20294.9% | $6,688+24546.0% |
| Admin fee / account holder | $99 | $9,689-99.0% | $7,899-98.7% | $13,397-99.3% |