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 8-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 14 · EIN 47-4474775 | Plan Administrator | $5,109 |
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 | $45,393 | $102,317-55.6% | $146,958-69.1% | $80,856-43.9% |
| Participation rate | 95.3% | 75.8%+19.5pp | 82.2%+13.2pp | 67.6%+27.7pp |
| Annual return | 14.90% | 134.76%-119.9pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $7,635 | $3,713+105.6% | $4,933+54.8% | $2,755+177.1% |
| Participant deferral / active EE | $15,173 | $6,644+128.4% | $8,070+88.0% | $4,296+253.2% |
| Admin fee / account holder | $58 | $7,941-99.3% | $12,998-99.6% | $6,918-99.2% |