See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $11,256 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $8,322 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,573 | $129,021-84.1% | $184,203-88.8% | $77,643-73.5% |
| Participation rate | 89.5% | 87.3%+2.2pp | 86.8%+2.7pp | 70.6%+18.9pp |
| Annual return | 33.02% | 33.27%-0.3pp | 28.81%+4.2pp | 31.24%+1.8pp |
| Employer contribution / active EE | $2,321 | $4,413-47.4% | $6,427-63.9% | $2,726-14.9% |
| Participant deferral / active EE | $4,331 | $7,297-40.6% | $9,131-52.6% | $4,647-6.8% |
| Admin fee / account holder | $23 | $254-90.9% | $13,901-99.8% | $430-94.6% |