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 | $82,879-12.4% | $96,576-24.8% | $67,986+6.8% |
| Participation rate | 96.8% | 75.2%+21.7pp | 81.4%+15.4pp | 57.2%+39.6pp |
| Annual return | 39.22% | 36.90%+2.3pp | 38.47%+0.8pp | 31.67%+7.6pp |
| Employer contribution / active EE | $4,416 | $2,727+61.9% | $3,553+24.3% | $2,019+118.8% |
| Participant deferral / active EE | $13,218 | $6,976+89.5% | $7,956+66.1% | $3,358+293.6% |
| Admin fee / account holder | $71 | $2,783-97.5% | $11,381-99.4% | $3,203-97.8% |