See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 32-0781448 | Advisory (Participants) | $8,710 |
GUIDELINE, INC.4 years Service code 64 · EIN 47-4474775 | Recordkeeping Fees | $7,626 |
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 | $44,151 | $100,923-56.3% | $150,045-70.6% | $74,304-40.6% |
| Participation rate | 93.6% | 70.1%+23.5pp | 82.3%+11.2pp | 60.3%+33.2pp |
| Annual return | 19.94% | 51.77%-31.8pp | 62.55%-42.6pp | 29.43%-9.5pp |
| Employer contribution / active EE | $4,454 | $3,463+28.6% | $4,693-5.1% | $2,241+98.7% |
| Participant deferral / active EE | $8,669 | $6,709+29.2% | $7,997+8.4% | $3,767+130.1% |
| Admin fee / account holder | $58 | $2,767-97.9% | $13,435-99.6% | $2,969-98.1% |