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 7-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 | $5,541 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,674 | $79,013-47.3% | $100,391-58.5% | $74,495-44.1% |
| Participation rate | 95.2% | 79.5%+15.8pp | 81.5%+13.8pp | 67.2%+28.0pp |
| Annual return | 33.34% | 20.41%+12.9pp | 49.20%-15.9pp | 1364.94%-1331.6pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $13,920 | $7,760+79.4% | $8,082+72.2% | $4,346+220.3% |
| Admin fee / account holder | $41 | $1,320-96.9% | $7,899-99.5% | $1,942-97.9% |