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 10-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 |
|---|---|---|
Filed as: GUIDANCE POINT RS, LLC Service code 27 · EIN 45-4118952 | Advisory (Plan) | $14,592 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,969 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,339 | $80,753+68.8% | $136,2940% | $62,292+118.9% |
| Participation rate | 97.2% | 73.5%+23.7pp | 81.9%+15.3pp | 69.5%+27.7pp |
| Annual return | 17.09% | 35.83%-18.7pp | 5155.94%-5138.8pp | 28.90%-11.8pp |
| Employer contribution / active EE | $3,271 | $2,884+13.4% | $4,695-30.3% | $2,042+60.2% |
| Participant deferral / active EE | $7,761 | $5,164+50.3% | $6,247+24.2% | $3,169+144.9% |
| Admin fee / account holder | $126 | $525-76.0% | $9,243-98.6% | $479-73.7% |