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 14 · EIN 47-4474775 | Plan Administrator | $9,756 |
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 | $7,549 | $50,815-85.1% | $155,509-95.1% | $77,643-90.3% |
| Participation rate | 85.0% | 63.1%+21.9pp | 78.2%+6.8pp | 70.6%+14.4pp |
| Annual return | 14.48% | 34.80%-20.3pp | 64.67%-50.2pp | 31.24%-16.8pp |
| Employer contribution / active EE | $1,601 | $1,993-19.6% | $4,672-65.7% | $2,726-41.2% |
| Participant deferral / active EE | $2,238 | $2,822-20.7% | $5,626-60.2% | $4,647-51.8% |
| Admin fee / account holder | $18 | $437-95.8% | $15,912-99.9% | $430-95.7% |