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 Service code 14 · EIN 47-4474775 | Plan Administrator | $6,414 |
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 | $22,730 | $69,477-67.3% | $94,646-76.0% | $71,457-68.2% |
| Participation rate | 96.2% | 78.4%+17.7pp | 80.8%+15.3pp | 67.9%+28.2pp |
| Annual return | 50.94% | 29.66%+21.3pp | 156.71%-105.8pp | 28.85%+22.1pp |
| Employer contribution / active EE | $2,383 | $2,853-16.5% | $3,672-35.1% | $2,588-7.9% |
| Participant deferral / active EE | $5,764 | $7,345-21.5% | $7,418-22.3% | $4,289+34.4% |
| Admin fee / account holder | $22 | $1,210-98.2% | $7,231-99.7% | $1,587-98.6% |