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 |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $6,642 |
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 | $14,996 | $84,487-82.3% | $125,339-88.0% | $66,914-77.6% |
| Participation rate | 96.1% | 76.4%+19.7pp | 82.4%+13.7pp | 69.8%+26.3pp |
| Annual return | -9.22% | -8.39%-0.8pp | 572.05%-581.3pp | 1.58%-10.8pp |
| Employer contribution / active EE | $3,738 | $3,553+5.2% | $4,814-22.3% | $2,544+46.9% |
| Participant deferral / active EE | $6,658 | $6,781-1.8% | $7,446-10.6% | $4,237+57.1% |
| Admin fee / account holder | $22 | $685-96.8% | $10,010-99.8% | $593-96.3% |