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 6-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 Filed as: GUIDELINE INVESTMENTS, LLC Service code 26 · EIN 32-0781448 | Advisory (Participants) | $9,542 |
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 | $54,740 | $132,049-58.5% | $200,582-72.7% | $74,304-26.3% |
| Participation rate | 91.9% | 84.1%+7.8pp | 86.9%+5.0pp | 60.3%+31.5pp |
| Annual return | 19.40% | 22.22%-2.8pp | 42.33%-22.9pp | 29.43%-10.0pp |
| Employer contribution / active EE | $0 | $4,558-100.0% | $6,419-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $14,532 | $7,213+101.5% | $9,331+55.7% | $3,767+285.7% |
| Admin fee / account holder | $74 | $2,405-96.9% | $16,305-99.5% | $2,969-97.5% |