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 5-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 | $5,451 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,243 | $125,758-69.6% | $169,993-77.5% | $75,163-49.1% |
| Participation rate | 89.4% | 83.6%+5.8pp | 87.0%+2.4pp | 67.2%+22.2pp |
| Annual return | 25.40% | 27.20%-1.8pp | 53.37%-28.0pp | 160.62%-135.2pp |
| Employer contribution / active EE | $2,892 | $4,615-37.3% | $6,785-57.4% | $2,670+8.3% |
| Participant deferral / active EE | $19,778 | $6,837+189.3% | $10,408+90.0% | $4,125+379.5% |
| Admin fee / account holder | $46 | $8,173-99.4% | $12,815-99.6% | $5,651-99.2% |