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 |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $6,077 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,609 | $58,320-76.7% | $86,436-84.3% | $66,914-79.7% |
| Participation rate | 95.3% | 78.6%+16.7pp | 80.3%+15.0pp | 69.8%+25.5pp |
| Annual return | -2.64% | -9.71%+7.1pp | 4394.89%-4397.5pp | 1.58%-4.2pp |
| Employer contribution / active EE | $3,670 | $2,615+40.3% | $3,769-2.6% | $2,544+44.2% |
| Participant deferral / active EE | $6,729 | $6,899-2.5% | $6,952-3.2% | $4,237+58.8% |
| Admin fee / account holder | $27 | $546-95.0% | $6,731-99.6% | $593-95.4% |