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 7-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 |
|---|---|---|
GUARANTY PRIVATE WEALTH LLC5 years Service code 26 · EIN 64-0913819 | Advisory (Participants) | $31,745 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $31,614 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,297 | $88,083-5.4% | $164,813-49.5% | $74,495+11.8% |
| Participation rate | 90.3% | 73.0%+17.3pp | 78.6%+11.7pp | 67.2%+23.1pp |
| Annual return | 12.01% | 17.26%-5.2pp | 69.93%-57.9pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $3,423 | $2,593+32.0% | $4,341-21.2% | $2,623+30.5% |
| Participant deferral / active EE | $6,646 | $4,498+47.8% | $6,031+10.2% | $4,346+52.9% |
| Admin fee / account holder | $273 | $2,234-87.8% | $12,690-97.8% | $1,942-85.9% |