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.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $10,762 |
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 | $22,255 | $84,487-73.7% | $125,339-82.2% | $66,914-66.7% |
| Participation rate | 84.2% | 76.4%+7.8pp | 82.4%+1.8pp | 69.8%+14.4pp |
| Annual return | -4.56% | -8.39%+3.8pp | 572.05%-576.6pp | 1.58%-6.1pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $12,542 | $6,781+85.0% | $7,446+68.4% | $4,237+196.0% |
| Admin fee / account holder | $26 | $685-96.3% | $10,010-99.7% | $593-95.7% |