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.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $6,315 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,910 | $84,487-88.3% | $125,339-92.1% | $66,914-85.2% |
| Participation rate | 97.4% | 76.4%+21.0pp | 82.4%+15.0pp | 69.8%+27.6pp |
| Annual return | 0.47% | -8.39%+8.9pp | 572.05%-571.6pp | 1.58%-1.1pp |
| Employer contribution / active EE | $2,481 | $3,553-30.2% | $4,814-48.5% | $2,544-2.5% |
| Participant deferral / active EE | $4,807 | $6,781-29.1% | $7,446-35.4% | $4,237+13.5% |
| Admin fee / account holder | $22 | $685-96.8% | $10,010-99.8% | $593-96.3% |