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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 | $5,574 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,971 | $93,571-49.8% | $135,903-65.4% | $75,163-37.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.36% | 30.90%-7.5pp | 68.23%-44.9pp | 160.62%-137.3pp |
| Employer contribution / active EE | $5,756 | $3,537+62.7% | $4,856+18.5% | $2,670+115.6% |
| Participant deferral / active EE | $12,425 | $6,404+94.0% | $7,758+60.2% | $4,125+201.2% |
| Admin fee / account holder | $49 | $6,975-99.3% | $10,762-99.5% | $5,651-99.1% |