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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.
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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 | $5,446 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,856 | $93,571-73.4% | $135,903-81.7% | $75,163-66.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 28.45% | 30.90%-2.5pp | 68.23%-39.8pp | 160.62%-132.2pp |
| Employer contribution / active EE | $3,397 | $3,537-3.9% | $4,856-30.0% | $2,670+27.2% |
| Participant deferral / active EE | $11,563 | $6,404+80.6% | $7,758+49.0% | $4,125+180.3% |
| Admin fee / account holder | $34 | $6,975-99.5% | $10,762-99.7% | $5,651-99.4% |