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 5-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) | $6,581 |
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 | $40,175 | $100,923-60.2% | $150,045-73.2% | $74,304-45.9% |
| Participation rate | 87.9% | 70.1%+17.9pp | 82.3%+5.6pp | 60.3%+27.6pp |
| Annual return | 28.03% | 51.77%-23.7pp | 62.55%-34.5pp | 29.43%-1.4pp |
| Employer contribution / active EE | $5,908 | $3,463+70.6% | $4,693+25.9% | $2,241+163.6% |
| Participant deferral / active EE | $10,498 | $6,709+56.5% | $7,997+31.3% | $3,767+178.7% |
| Admin fee / account holder | $52 | $2,767-98.1% | $13,435-99.6% | $2,969-98.3% |