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 9-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, LLC Service code 14 · EIN 47-4474775 | Plan Administrator | $5,054 |
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 | $34,838 | $101,317-65.6% | $146,958-76.3% | $74,495-53.2% |
| Participation rate | 96.2% | 75.5%+20.7pp | 82.2%+14.0pp | 67.2%+29.0pp |
| Annual return | 15.84% | 8730.91%-8715.1pp | 418.34%-402.5pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $3,554 | $3,810-6.7% | $4,933-28.0% | $2,623+35.5% |
| Participant deferral / active EE | $6,996 | $7,303-4.2% | $8,070-13.3% | $4,346+61.0% |
| Admin fee / account holder | $37 | $1,739-97.9% | $12,998-99.7% | $1,942-98.1% |