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 | $100,923-48.9% | $150,045-65.7% | $74,304-30.6% |
| Participation rate | 92.1% | 70.1%+22.0pp | 82.3%+9.8pp | 60.3%+31.8pp |
| Annual return | 23.88% | 51.77%-27.9pp | 62.55%-38.7pp | 29.43%-5.5pp |
| Employer contribution / active EE | $4,260 | $3,463+23.0% | $4,693-9.2% | $2,241+90.1% |
| Participant deferral / active EE | $7,878 | $6,709+17.4% | $7,997-1.5% | $3,767+109.1% |
| Admin fee / account holder | $67 | $2,767-97.6% | $13,435-99.5% | $2,969-97.7% |