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 |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $6,099 |
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 | $38,455 | $86,655-55.6% | $119,609-67.8% | $66,914-42.5% |
| Participation rate | 97.8% | 75.6%+22.3pp | 79.3%+18.6pp | 69.8%+28.0pp |
| Annual return | -16.73% | -8.00%-8.7pp | -14.97%-1.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $4,946 | $2,536+95.0% | $4,232+16.9% | $2,544+94.4% |
| Participant deferral / active EE | $9,467 | $4,358+117.2% | $5,602+69.0% | $4,237+123.4% |
| Admin fee / account holder | $27 | $755-96.4% | $10,323-99.7% | $593-95.4% |