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 6-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 | $9,080 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $7,234 |
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 | $46,851 | $79,184-40.8% | $102,438-54.3% | $74,546-37.2% |
| Participation rate | 97.8% | 74.8%+23.0pp | 76.5%+21.3pp | 67.2%+30.6pp |
| Annual return | 23.86% | 54.95%-31.1pp | 29.37%-5.5pp | 1366.03%-1342.2pp |
| Employer contribution / active EE | $5,654 | $2,362+139.4% | $3,024+87.0% | $2,624+115.4% |
| Participant deferral / active EE | $11,187 | $4,414+153.4% | $5,054+121.4% | $4,347+157.3% |
| Admin fee / account holder | $47 | $2,001-97.7% | $9,448-99.5% | $1,944-97.6% |