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 9-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 Filed as: GUIDELINE INVESTMENTS, LLC Service code 26 · EIN 32-0781448 | Advisory (Participants) | $9,726 |
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 | $72,593 | $88,634-18.1% | $101,326-28.4% | $74,304-2.3% |
| Participation rate | 96.8% | 76.9%+20.0pp | 81.5%+15.3pp | 60.3%+36.5pp |
| Annual return | 39.22% | 33.10%+6.1pp | 36.82%+2.4pp | 29.43%+9.8pp |
| Employer contribution / active EE | $4,416 | $2,930+50.7% | $3,665+20.5% | $2,241+97.1% |
| Participant deferral / active EE | $13,218 | $7,322+80.5% | $7,994+65.3% | $3,767+250.9% |
| Admin fee / account holder | $71 | $2,425-97.1% | $11,185-99.4% | $2,969-97.6% |