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 8-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 Filed as: GUIDELINE INVESTMENTS, LLC Service code 26 · EIN 32-0781448 | Advisory (Participants) | $23,358 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,776 | $132,049-30.5% | $200,582-54.2% | $74,304+23.5% |
| Participation rate | 93.3% | 84.1%+9.3pp | 86.9%+6.4pp | 60.3%+33.0pp |
| Annual return | 20.90% | 22.22%-1.3pp | 42.33%-21.4pp | 29.43%-8.5pp |
| Employer contribution / active EE | $4,618 | $4,558+1.3% | $6,419-28.1% | $2,241+106.1% |
| Participant deferral / active EE | $11,296 | $7,213+56.6% | $9,331+21.1% | $3,767+199.8% |
| Admin fee / account holder | $104 | $2,405-95.7% | $16,305-99.4% | $2,969-96.5% |