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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $52,074 |
Filed as: GUIDANCE INVESTMENT ADVISORS LLC Service code 27 · EIN 27-3037013 | Advisory (Plan) | $49,443 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,338 | $88,890-41.1% | $102,423-48.9% | $77,643-32.6% |
| Participation rate | 64.3% | 80.9%-16.7pp | 76.5%-12.2pp | 70.6%-6.3pp |
| Annual return | 13.44% | 24.98%-11.5pp | 29.32%-15.9pp | 31.24%-17.8pp |
| Employer contribution / active EE | $737 | $2,698-72.7% | $3,023-75.6% | $2,726-72.9% |
| Participant deferral / active EE | $2,674 | $5,145-48.0% | $5,053-47.1% | $4,647-42.5% |
| Admin fee / account holder | $216 | $235-8.3% | $9,451-97.7% | $430-49.8% |