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.
| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1+ years Service code 14 · EIN 47-4474775 | Plan Administrator | $9,936 |
BENEFIT TRUST COMPANY1+ years Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $7,900 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,374 | $79,171-56.6% | $102,423-66.4% | $74,495-53.9% |
| Participation rate | 93.8% | 74.8%+19.0pp | 76.5%+17.3pp | 67.2%+26.6pp |
| Annual return | 33.82% | 54.93%-21.1pp | 29.32%+4.5pp | 1364.94%-1331.1pp |
| Employer contribution / active EE | $4,060 | $2,362+71.9% | $3,023+34.3% | $2,623+54.8% |
| Participant deferral / active EE | $7,983 | $4,415+80.8% | $5,053+58.0% | $4,346+83.7% |
| Admin fee / account holder | $35 | $2,001-98.3% | $9,451-99.6% | $1,942-98.2% |