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.
| Provider | Service type | Compensation |
|---|---|---|
GUIDESTONE FINANCIAL RESOURCES1+ years Service code 15 · EIN 75-0939949 | Recordkeeping | $22,419 |
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 | $2,950 | $50,127-94.1% | $149,673-98.0% | $80,160-96.3% |
| Participation rate | 97.8% | 64.3%+33.5pp | 78.8%+19.0pp | 72.9%+24.9pp |
| Annual return | 0.00% | 29.82%-29.8pp | 134.42%-134.4pp | 40.38%-40.4pp |
| Employer contribution / active EE | $1,606 | $1,865-13.9% | $4,818-66.7% | $2,978-46.1% |
| Participant deferral / active EE | $1,414 | $3,194-55.7% | $5,680-75.1% | $5,017-71.8% |
| Admin fee / account holder | $5 | $153-96.8% | $13,210-100.0% | $145-96.6% |