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 | $5,600 |
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 | $33,127 | $42,894-22.8% | $60,874-45.6% | $68,494-51.6% |
| Participation rate | 92.9% | 66.8%+26.1pp | 73.1%+19.7pp | 67.9%+25.0pp |
| Annual return | -16.63% | -13.98%-2.6pp | 16.90%-33.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $3,592 | $1,978+81.6% | $2,701+33.0% | $2,596+38.4% |
| Participant deferral / active EE | $6,231 | $2,867+117.3% | $3,817+63.2% | $4,027+54.7% |
| Admin fee / account holder | $54 | $3,101-98.2% | $3,224-98.3% | $5,403-99.0% |