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 7-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.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $5,813 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,556 | $77,503-28.3% | $100,391-44.7% | $80,856-31.3% |
| Participation rate | 95.9% | 76.9%+19.0pp | 81.5%+14.5pp | 67.6%+28.3pp |
| Annual return | 28.25% | 37.20%-9.0pp | 49.20%-21.0pp | 35.59%-7.3pp |
| Employer contribution / active EE | $98 | $2,801-96.5% | $3,942-97.5% | $2,755-96.4% |
| Participant deferral / active EE | $14,623 | $6,820+114.4% | $8,082+80.9% | $4,296+240.4% |
| Admin fee / account holder | $56 | $5,897-99.0% | $7,899-99.3% | $6,918-99.2% |