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.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $6,441 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,754 | $78,976-71.2% | $100,383-77.3% | $74,546-69.5% |
| Participation rate | 93.4% | 79.5%+14.0pp | 81.5%+12.0pp | 67.2%+26.2pp |
| Annual return | 20.02% | 20.62%-0.6pp | 49.26%-29.2pp | 1366.03%-1346.0pp |
| Employer contribution / active EE | $0 | $3,019-100.0% | $3,944-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $5,165 | $7,758-33.4% | $8,086-36.1% | $4,347+18.8% |
| Admin fee / account holder | $25 | $1,330-98.1% | $7,900-99.7% | $1,944-98.7% |