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 8-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 | $5,582 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,727 | $64,612-64.8% | $86,436-73.7% | $64,808-64.9% |
| Participation rate | 90.6% | 81.5%+9.1pp | 80.3%+10.3pp | 71.5%+19.1pp |
| Annual return | -4.51% | 0.66%-5.2pp | 4394.89%-4399.4pp | 32.82%-37.3pp |
| Employer contribution / active EE | $11 | $2,744-99.6% | $3,769-99.7% | $2,506-99.6% |
| Participant deferral / active EE | $11,114 | $7,497+48.2% | $6,952+59.9% | $4,310+157.8% |
| Admin fee / account holder | $16 | $169-90.4% | $6,731-99.8% | $188-91.4% |