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 |
|---|---|---|
GUIDESTONE FINANCIAL RESOURCES1+ years Filed as: GUIDESTONE FINANCIAL SERVICES Service code 15 · EIN 75-0939949 2401 CEDAR SPRINGS ROAD · DALLAS, TX 75201 | Recordkeeping | $20,669 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Service code 25 · EIN 13-5570651 P. O. BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,698 | $112,772-10.7% | $57,343+75.6% | $59,188+70.1% |
| Participation rate | 98.5% | 71.3%+27.2pp | 75.1%+23.4pp | 69.4%+29.1pp |
| Annual return | 2.02% | 0.85%+1.2pp | 24.39%-22.4pp | 5.51%-3.5pp |
| Employer contribution / active EE | $3,907 | $3,400+14.9% | $2,689+45.3% | $2,098+86.2% |
| Participant deferral / active EE | $2,430 | $3,010-19.3% | $3,162-23.2% | $3,265-25.6% |
| Admin fee / account holder | $19 | $144-86.8% | $3,356-99.4% | $92-79.3% |