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 3-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.1 year Filed as: GUIDELINE INVESTMENTS, LLC Service code 26 · EIN 32-0781448 | Advisory (Participants) | $9,965 |
GUIDELINE, INC.1 year Filed as: GUIDELINE RK, LLC Service code 13 · EIN 30-1418950 | Contract Administrator | $5,256 |
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 | $35,559 | $48,750-27.1% | $88,946-60.0% | $74,304-52.1% |
| Participation rate | 97.7% | 44.5%+53.2pp | 68.8%+28.9pp | 60.3%+37.4pp |
| Annual return | 20.24% | 25.91%-5.7pp | 57.82%-37.6pp | 29.43%-9.2pp |
| Employer contribution / active EE | $4,568 | $1,255+264.0% | $2,555+78.8% | $2,241+103.8% |
| Participant deferral / active EE | $7,817 | $2,423+222.6% | $4,581+70.6% | $3,767+107.5% |
| Admin fee / account holder | $57 | $3,756-98.5% | $8,261-99.3% | $2,969-98.1% |