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 15 · EIN 47-4474775 | Recordkeeping | $12,047 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,518 | $86,897-61.4% | $151,611-77.9% | $64,808-48.3% |
| Participation rate | 99.6% | 87.3%+12.4pp | 87.5%+12.1pp | 71.5%+28.2pp |
| Annual return | -1.82% | -3.57%+1.7pp | 3.33%-5.1pp | 32.82%-34.6pp |
| Employer contribution / active EE | $3,878 | $4,010-3.3% | $6,166-37.1% | $2,506+54.8% |
| Participant deferral / active EE | $11,138 | $6,690+66.5% | $8,363+33.2% | $4,310+158.4% |
| Admin fee / account holder | $30 | $153-80.5% | $11,616-99.7% | $188-84.1% |