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 |
|---|---|---|
Service code 26 · EIN 32-0781448 | Advisory (Participants) | $16,980 |
Filed as: GUSTO RETIREMENT SERVICES, LLC Service code 14 · EIN 30-1418950 | Plan Administrator | $7,548 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,315 | $131,799-81.6% | $200,582-87.9% | $85,563-71.6% |
| Participation rate | 91.7% | 87.9%+3.8pp | 86.9%+4.9pp | 66.0%+25.8pp |
| Annual return | 33.77% | 21.59%+12.2pp | 42.33%-8.6pp | 31.51%+2.3pp |
| Employer contribution / active EE | $2,356 | $4,532-48.0% | $6,419-63.3% | $2,654-11.2% |
| Participant deferral / active EE | $4,285 | $7,702-44.4% | $9,331-54.1% | $4,375-2.1% |
| Admin fee / account holder | $35 | $235-84.9% | $16,305-99.8% | $834-95.8% |