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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.
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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 | $5,336 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,447 | $93,571-51.4% | $135,903-66.6% | $75,163-39.5% |
| Participation rate | 98.7% | 75.2%+23.5pp | 81.9%+16.8pp | 67.2%+31.5pp |
| Annual return | 21.81% | 30.90%-9.1pp | 68.23%-46.4pp | 160.62%-138.8pp |
| Employer contribution / active EE | $5,485 | $3,537+55.1% | $4,856+13.0% | $2,670+105.4% |
| Participant deferral / active EE | $10,779 | $6,404+68.3% | $7,758+38.9% | $4,125+161.3% |
| Admin fee / account holder | $52 | $6,975-99.3% | $10,762-99.5% | $5,651-99.1% |