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.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $5,008 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,294 | $104,475-79.6% | $159,436-86.6% | $79,386-73.2% |
| Participation rate | 92.6% | 76.6%+15.9pp | 82.8%+9.7pp | 70.7%+21.9pp |
| Annual return | 17.50% | 67.95%-50.4pp | 263.57%-246.1pp | 116.85%-99.3pp |
| Employer contribution / active EE | $1,624 | $3,417-52.5% | $4,829-66.4% | $2,427-33.1% |
| Participant deferral / active EE | $10,035 | $6,467+55.2% | $7,352+36.5% | $4,046+148.0% |
| Admin fee / account holder | $22 | $711-96.9% | $10,799-99.8% | $626-96.5% |