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.3 years Service code 14 · EIN 47-4474775 | Plan Administrator | $8,960 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,754 | $91,407-81.7% | $135,903-87.7% | $71,457-76.6% |
| Participation rate | 96.0% | 75.7%+20.4pp | 81.9%+14.1pp | 67.9%+28.1pp |
| Annual return | 21.78% | 29.90%-8.1pp | 68.23%-46.5pp | 28.85%-7.1pp |
| Employer contribution / active EE | $3,286 | $3,703-11.3% | $4,856-32.3% | $2,588+27.0% |
| Participant deferral / active EE | $5,380 | $7,092-24.1% | $7,758-30.7% | $4,289+25.4% |
| Admin fee / account holder | $35 | $1,266-97.2% | $10,762-99.7% | $1,587-97.8% |