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 7-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.2 years Service code 15 · EIN 47-4474775 | Recordkeeping | $7,218 |
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 | $27,409 | $84,487-67.6% | $125,339-78.1% | $66,914-59.0% |
| Participation rate | 97.2% | 76.4%+20.8pp | 82.4%+14.9pp | 69.8%+27.4pp |
| Annual return | -7.56% | -8.39%+0.8pp | 572.05%-579.6pp | 1.58%-9.1pp |
| Employer contribution / active EE | $2,922 | $3,553-17.8% | $4,814-39.3% | $2,544+14.8% |
| Participant deferral / active EE | $14,594 | $6,781+115.2% | $7,446+96.0% | $4,237+244.4% |
| Admin fee / account holder | $33 | $685-95.1% | $10,010-99.7% | $593-94.4% |