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.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $5,842 |
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 | $62,167 | $102,317-39.2% | $146,958-57.7% | $80,856-23.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.72% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $5,929 | $3,713+59.7% | $4,933+20.2% | $2,755+115.2% |
| Participant deferral / active EE | $12,523 | $6,644+88.5% | $8,070+55.2% | $4,296+191.5% |
| Admin fee / account holder | $68 | $7,941-99.1% | $12,998-99.5% | $6,918-99.0% |