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 9-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.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $8,171 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,047 | $58,320-55.3% | $86,436-69.9% | $66,914-61.1% |
| Participation rate | 95.3% | 78.6%+16.8pp | 80.3%+15.0pp | 69.8%+25.5pp |
| Annual return | -14.02% | -9.71%-4.3pp | 4394.89%-4408.9pp | 1.58%-15.6pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $11,893 | $6,899+72.4% | $6,952+71.1% | $4,237+180.7% |
| Admin fee / account holder | $32 | $546-94.2% | $6,731-99.5% | $593-94.7% |