See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $6,506 |
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 | $5,197 | $79,171-93.4% | $102,423-94.9% | $74,495-93.0% |
| Participation rate | 89.8% | 74.8%+15.0pp | 76.5%+13.3pp | 67.2%+22.6pp |
| Annual return | 19.39% | 54.93%-35.5pp | 29.32%-9.9pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,205 | $4,415-27.4% | $5,053-36.6% | $4,346-26.3% |
| Admin fee / account holder | $18 | $2,001-99.1% | $9,451-99.8% | $1,942-99.1% |