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 7-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.4 years Service code 14 · EIN 47-4474775 | Plan Administrator | $8,170 |
Service code 26 · EIN 27-3188744 | Advisory (Participants) | $6,561 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,553 | $101,317-79.7% | $146,958-86.0% | $74,495-72.4% |
| Participation rate | 97.2% | 75.5%+21.6pp | 82.2%+15.0pp | 67.2%+30.0pp |
| Annual return | 19.85% | 8730.91%-8711.1pp | 418.34%-398.5pp | 1364.94%-1345.1pp |
| Employer contribution / active EE | $3,161 | $3,810-17.0% | $4,933-35.9% | $2,623+20.5% |
| Participant deferral / active EE | $5,472 | $7,303-25.1% | $8,070-32.2% | $4,346+25.9% |
| Admin fee / account holder | $53 | $1,739-96.9% | $12,998-99.6% | $1,942-97.3% |