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 |
|---|---|---|
Filed as: GUIDANCE INVESTMENT ADVISORS Service code 27 · EIN 27-3037013 | Advisory (Plan) | $41,453 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $33,306 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,847 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,003 | $88,982-71.9% | $102,438-75.6% | $77,671-67.8% |
| Participation rate | 71.3% | 80.9%-9.6pp | 76.5%-5.2pp | 70.6%+0.7pp |
| Annual return | 12.66% | 25.01%-12.4pp | 29.37%-16.7pp | 31.21%-18.5pp |
| Employer contribution / active EE | $216 | $2,698-92.0% | $3,024-92.8% | $2,726-92.1% |
| Participant deferral / active EE | $1,621 | $5,144-68.5% | $5,054-67.9% | $4,648-65.1% |
| Admin fee / account holder | $225 | $236-4.7% | $9,448-97.6% | $430-47.8% |