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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,686 |
GUIDELINE, INC.1 year Filed as: GUIDELINE, INC Service code 37 · EIN 47-4474775 | Loan Processing | $7,521 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,123 | $106,028-69.7% | $146,958-78.1% | $77,643-58.6% |
| Participation rate | 97.3% | 78.4%+18.9pp | 82.2%+15.1pp | 70.6%+26.7pp |
| Annual return | 56.09% | 56.73%-0.6pp | 418.34%-362.2pp | 31.24%+24.9pp |
| Employer contribution / active EE | $4,277 | $4,063+5.3% | $4,933-13.3% | $2,726+56.9% |
| Participant deferral / active EE | $9,943 | $7,990+24.4% | $8,070+23.2% | $4,647+113.9% |
| Admin fee / account holder | $41 | $337-87.9% | $12,998-99.7% | $430-90.5% |