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 Filed as: GUIDELINE INVESTMENTS, LLC Service code 26 · EIN 32-0781448 | Advisory (Participants) | $9,808 |
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 | $51,531 | $88,360-41.7% | $145,433-64.6% | $67,986-24.2% |
| Participation rate | 92.1% | 65.5%+26.6pp | 82.1%+10.0pp | 57.2%+34.9pp |
| Annual return | 23.88% | 63.15%-39.3pp | 66.58%-42.7pp | 31.67%-7.8pp |
| Employer contribution / active EE | $4,260 | $3,054+39.5% | $4,554-6.5% | $2,019+111.0% |
| Participant deferral / active EE | $7,878 | $5,932+32.8% | $7,897-0.2% | $3,358+134.6% |
| Admin fee / account holder | $67 | $3,313-98.0% | $13,129-99.5% | $3,203-97.9% |