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 |
|---|---|---|
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $6,513 |
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $6,009 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,217 | $102,317-49.9% | $146,958-65.1% | $80,856-36.7% |
| Participation rate | 93.3% | 75.8%+17.4pp | 82.2%+11.1pp | 67.6%+25.6pp |
| Annual return | 16.13% | 134.76%-118.6pp | 418.34%-402.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,511 | $6,644+28.1% | $8,070+5.5% | $4,296+98.1% |
| Admin fee / account holder | $52 | $7,941-99.3% | $12,998-99.6% | $6,918-99.2% |