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 |
|---|---|---|
GUIDELINE, INC.1 year Service code 15 · EIN 47-4474775 | Recordkeeping | $7,900 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,185 | $64,612-75.0% | $86,436-81.3% | $64,808-75.0% |
| Participation rate | 88.8% | 81.5%+7.3pp | 80.3%+8.5pp | 71.5%+17.3pp |
| Annual return | -1.32% | 0.66%-2.0pp | 4394.89%-4396.2pp | 32.82%-34.1pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $7,045 | $7,497-6.0% | $6,952+1.3% | $4,310+63.5% |
| Admin fee / account holder | $14 | $169-91.8% | $6,731-99.8% | $188-92.7% |