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 7-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.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $6,059 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,199 | $104,475-92.2% | $159,436-94.9% | $79,386-89.7% |
| Participation rate | 77.4% | 76.6%+0.8pp | 82.8%-5.4pp | 70.7%+6.7pp |
| Annual return | 21.82% | 67.95%-46.1pp | 263.57%-241.7pp | 116.85%-95.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,910 | $6,467-39.5% | $7,352-46.8% | $4,046-3.4% |
| Admin fee / account holder | $26 | $711-96.3% | $10,799-99.8% | $626-95.8% |