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 | $5,700 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,417 | $69,477-49.0% | $94,646-62.6% | $71,457-50.4% |
| Participation rate | 94.7% | 78.4%+16.3pp | 80.8%+13.9pp | 67.9%+26.8pp |
| Annual return | 34.41% | 29.66%+4.7pp | 156.71%-122.3pp | 28.85%+5.6pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $13,416 | $7,345+82.7% | $7,418+80.9% | $4,289+212.8% |
| Admin fee / account holder | $30 | $1,210-97.5% | $7,231-99.6% | $1,587-98.1% |