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 10-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 | $5,585 |
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 | $21,170 | $71,057-70.2% | $93,654-77.4% | $80,874-73.8% |
| Participation rate | 94.4% | 60.4%+34.0pp | 68.7%+25.7pp | 67.6%+26.7pp |
| Annual return | 14.98% | 11.26%+3.7pp | 133.34%-118.4pp | 35.62%-20.6pp |
| Employer contribution / active EE | $1,168 | $1,564-25.3% | $2,421-51.8% | $2,756-57.6% |
| Participant deferral / active EE | $5,269 | $4,034+30.6% | $4,413+19.4% | $4,297+22.6% |
| Admin fee / account holder | $36 | $6,944-99.5% | $8,282-99.6% | $6,935-99.5% |